Although most major indices have been a sea of red this year, the valuation reset has created significant opportunity for long term investors, particularly in small/microcap stocks.
Find out here why from Judith MacKenzie of Downing Asset Management, including:
Outlook for equities. Start
Impact of fund redemptions. 02:15
Ashtead Technology (AT) 04:04
TheWorks (WRKS) 05:53
Ashtead Technology (AT) (part 2) 06:44
TheWorks (WRKS) (Part 2) 07:45
Hargreaves Services (HSP) 09:48
Equals (EQLS) 12:31
Centaur Media (CAU) 15:42
Digital Box (DBOX) 17:49
Bonhill Group (BONH) 20:24
National World (NWOR) 21:54
How to distinguish between value traps & value
plays? 24:12
Norman Broadbent (NBB) 26:29
Ramsdens (RFX) 30:01
Adept Technology (ADT) 33:07
Volex (VLX ) 36:27
Flowtech Fluidpower (FLO) 39:28
FireAngel (FA) 42:07
Synectics (SNX) 44:14
Importance of doing one’s own forecasts/research. 46:35
What macro risks to watch out for? 48:51