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Downing Fund Manager, Judith MacKenzie, updates us on her portfolio and discusses how she believes that clarity from Brexit, when it comes, prices and earnings upgrades will lead to a focus on small cap value in 2021.

Stocks mentioned include: DBOX, VLG, AVG. DX.,FA., RFX, FLO, PEN, SIS, ADT. EKF, VLX, SNX, UNG