Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

(Watch the video interview HERE)

In this interview on value/GARP investing, fund manager Judith MacKenzie of Downing Asset Management takes Vox Markets 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