YouTube video thumbnail

Watch on YouTube

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:

00:00 Equity outlook
06:20 1Spatial 
10:10 Tracsis 
16:10 Eagle Eye 
22:35 Gaming Realms 
24:10 Ramsdens 
28:25 Synectics 
32:20 Cohort 
36:20 hVIVO 
41:20 Anpario 
45:30 Brave Bison 
48:40 Tatton Asset Management 
54:00 Avingtrans  
56:35 Volex 
59:55 Flowtech Fluidpower 
1:01:50 James Latham 
1:05:25 Ashtead Technology 
1:06:25 The Property Franchise Group 
1:09:10 Favourite stock ideas for next 1-2 years. Anpario  and Eagle Eye