In this stock picking masterclass, Judith MacKenzie of Downing takes Vox through her latest thoughts on the capital markets alongside highlighting 21 stock ideas.
00:00 Equity outlook
8:00 Cohort
10:20 Ramsdens and H&T
15:35 Inspecs
18:20 Argentex and Equals
24:05 EKF Diagnostics
28:00 Tristel
30:50 Ashtead Technology
34:00 Journeo
37:10 Avingtrans
40:55 Marlowe
43:40 XP Power
45:50 Volex
47:40 Restore
49:25 Team Internet
51:55 1Spatial
53:40 Strix
55:35 Supreme
58:15 FRP Advisory
61:05 Tatton Asset management
Vox Markets Fund Manager Series - Judith MacKenzie of Downing Asset Management
Jan 17, 2024Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.