Downing Public Equity was established in 2010 by award-winning* fund manager, Judith MacKenzie. Judith joined Downing with the aim of creating a boutique listed asset management business, drawing on Downing’s 25-year private equity track record.
We offer clients access to investment strategies that typically focus on in-depth proprietary research and disciplined processes to drive long-term capital growth.
We currently operate in three distinct sectors – UK micro-cap, UK equity income, and global multi-manager. Each Fund’s strategy draws from a shared investment philosophy based on the following principles:
- Value led investing: Buying businesses at what we believe are attractive valuations to improve returns and reduce downside risk.
- Bottom up research: A comprehensive understanding of each company is critical to the investment philosophy. We invest in businesses and funds we understand.
- Focused portfolios: Allows our best ideas to drive performance.
- Robust repeatable processes: Ensures a consistent approach.
Each Fund is supervised by an Investment Committee to provide additional risk oversight. Our investors’ interests are paramount to every decision that we make.
*Named Small Cap Fund Manager of the Year, Small Cap Awards 2015 and Small Cap Awards 2013 for the Downing UK Micro-Cap Growth Fund