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2/10/2024
5
min read

Judith MacKenzie of Downing Fund Managers shares views on 15 UK stocks

Judith MacKenzie
Judith MacKenzie

Partner and Head of Downing Fund Managers

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"On one side, the interest rate environment has really improved, which is positive. On the other hand, we've got the negative geopolitical environment, which has probably been underestimated, but the big elephant in the room for me now is the upcoming budget. But I’m feeling optimistic as AIM leads the UK small cap growth agenda - exactly where Rachel Reeve is focusing.” Judith MacKenzie

In a recent interview with Paul Hill of Vox Markets, Judith MacKenzie, Head of Downing Fund Managers, discusses her optimistic view on the markets, the impact the forthcoming budget could have on small and mid-caps, some current stocks that she’s excited about, and her outlook for UK equities.

Watch the interview now:

Timestamp  

00:00 Her approach to investing & outlook for UK equities  

08:45 Eagle Eye Solutions  

12:50 1Spatial  

15:45 EKF Diagnostics & Argentex  

17:20 Tracsis  

23:05 Fonix Mobile  

27:50 Cohort  

30:10 Learning points from 2 past losses  

34:00 Avingtrans  

39:45 Equals  

42:15 hVIVO  

48:10 H&T  

52:15 What to do when shares drop on good news  

53:20 How to identify value traps  

55:05 Facilities by ADF  

58:40 Flowtech Fluidpower  

1:00:05 Kitwave  

1:02:40 Synectics  

1:05:00 Current share most excited about, recent sales & final key messages

Further links and resources:


Risk warnings: Please note that past performance is not a reliable indicator of future results. Capital is at risk. Investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Investments in our funds should be held for the long-term and are higher risk compared to investments solely in larger, more established companies. Opinions expressed represent the views of the fund manager at the time of publication, are subject to change, and should not be interpreted as investment advice.

Important notice: This content is for information only and does not form part of a direct offer or invitation to purchase, subscribe for or dispose of securities and no reliance should be placed on it. This content contains information that is believed to be accurate at the time of publication but is subject to change without notice. Whilst care has been taken in compiling this content, no representation or warranty, express or implied, is made by Downing LLP as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified. Downing does not offer investment or tax advice or make recommendations regarding investments. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 6th Floor, St Magnus House, 3 Lower Thames Street, London EC3R 6HD.

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