In this interview on value/GARP investing, fund manager Judith MacKenzie of Downing Asset Management takes Vox through:
The outlook for equities. Start
M&A activity & delisting risk. 03:30
Possible Downing liquidity event in 2024. 06:45
Equals (EQLS) 09:05
Centaur Media (CAU) 10:50
National World (NWOR) 15:05
Journeo (JNEO) 18:25
Eagle Eye (EYE) 21:20
Inspecs (SPEC) 23:35
EKF Diagnostics (EKF) 26:15
Onthemarket (OTMP) 29:00
Supreme (SUP) 31:50
Ramsdens (RFX) 34:15
Ashtead Technology (AT.) 37:40
Flowtech Fluidpower (FLO) 40:25
Volex (VLX) 42:50
Tatton Asset Management (TAM) 45:10
Frenkel Topping (FEN) 47:35
Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management
May 12, 2023Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.