2077: The Exchange with Judith Mackenzie of Downing

The Vox Markets Podcast · Apr 14, 2025 · 1h 11m

In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.

00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.

09:30 Cohort

11:20 Avingtrans

15:10 Inspecs

17:40 Flowtech Fluidpower

21:00 Ashtead Technology

23:45 Liquidity in stocks with mrkcaps of <£50m

26:20 Springfield Properties

29:55 The Property Franchise Group

34:15 Passive vs Active fund management

38:15 Eagle Eye

44:20 hVIVO

49:15 Tracsis

52:50 1Spatial

56:10 Ramsdens and H&T (58:50)…