Downing Public Equity was established in 2010 by award-winning* fund manager Judith MacKenzie.
At Downing Public Equity, we aim to create a boutique listed asset management business, drawing on Downing’s 25-year private equity track record.
We currently operate in three distinct sectors – UK micro-cap, UK equity income and global multi-manager. The strategy of each fund 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: allowing our best ideas to drive performance.
- Robust repeatable processes: ensuring a consistent approach.
Each fund is supervised by an investment committee to provide additional risk oversight. Our investors’ interests are important to us in every decision 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