Latest / The Vox Markets Podcast
1962: The Exchange with Judith Mackenzie of Downing
In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:00:00 Her approach to investing & outlook for UK equities08:45 Eagle Eye Solutions12:50 1Spatial15:45 EKF Diagnostics & Argentex17:20 Tracsis23:05 Fonix Mobile27:50 Cohort30:10 Learning points from 2 past losses34:00 Avingtrans39:45 Equals42:15 hVIVO48:10 H&T52:15 What to do when shares drop on good news53:20 How to identify value traps55:05 Facilities by ADF58:40 Flowtech Fluidpower1:00:05…
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