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In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks: 

00:00 Equity outlook & stock selection process. 

06:55 How to deal with the occasional major portfolio shock 

08:00 Inspecs 

15:15 Kitwave

21:35 Cohort 

28:15 SigmaRoc 

32:20 Avingtrans 

37:55 Ashtead Technology 

41:50 What happens when AIM stocks move to the main market (re forced sellers)? 

46:00 Brave Bison 

51:55 1Spatial 

55:45 Tracsis 

58:15 Eagle Eye 

61:10 Favourite stock idea for next 1-2 years. Volex 

#SPEC #KITW #CHRT #SRC #AVG #AT. #BBSN #SPA #TRCS #EYE #VLX