• 2077: The Exchange with Judith Mackenzie of Downing

  • Apr 14 2025
  • Length: 1 hr and 11 mins
  • Podcast

2077: The Exchange with Judith Mackenzie of Downing

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  • Summary

  • 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)
    59:00 Hargreaves Services
    61:35 Frenkel Topping
    65:15 Kitwave Wholesale
    67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)
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