Volex: investment case by Nick Hawthorn, Downing Strategic Micro Cap IT

Volex (VLX): investment case by Nick Hawthorn, Downing Strategic Micro-Cap Investment Trust

Volex represents 10.5% of the Trust. It was introduced to the portfolio May 2018, through the opportunity of a £36m institutional placing. Here Investment Manager, Nick Hawthorn outlines the investment case.

 

Videos from Downing LLP

Duke Royalty: investment case by James Lynch , Downing Strategic Micro Cap IT
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Duke Royalty: investment case by James Lynch, Downing Strategic Micro Cap IT

Downing Strategic Micro Cap IT (DSM IT) has taken a stake in Duke Royalty. Duke Royalty Limited (DUKE) is a Guernsey-based diversified royalty investment company. The Company specializes in diversified royalty financing and provides alternative capital solutions to a diversified range of businesses in Europe and abroad. The Company’s investment policy is to invest in, […]
Volex: investment case by Nick Hawthorn, Downing Strategic Micro Cap IT
02:13

Volex: investment case by Nick Hawthorn, Downing Strategic Micro Cap IT

Volex (VLX): investment case by Nick Hawthorn, Downing Strategic Micro-Cap Investment Trust Volex represents 10.5% of the Trust. It was introduced to the portfolio May 2018, through the opportunity of a £36m institutional placing. Here Investment Manager, Nick Hawthorn outlines the investment case.   Videos from Downing LLP
Downing Strategic Micro-Cap Investment Trust AGM, Meet the Managers event July 2018.
47:52

Downing Strategic Micro-Cap Investment Trust AGM, Meet the Managers event June 2018.

Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch. Disclaimer – 00:06 Hugh Aldous, Chairman, opening remarks – 00:17 Judith MacKenzie, Lead Fund Manager, introduction – 00:32 Annual review – 03:18 The micro-cap market – 04:43 The team – 05:34 Portfolio review – 06:10 Real Good Food – […]
Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018
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Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018

Judith Mackenzie, Partner & Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick. Judith Intro – 00:27 Interview with Ian Fishwick, CEO AdEPT – 01:21 How did AdEPT begin? – 01:32 Acquisition criteria – 02:54 Chronology of acquisitions – 04:34 Acquisition conversion […]
Tamzin talks to Judith MacKenzie, Downing LLP
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18:18

Tamzin talks to Judith MacKenzie, Downing LLP

Tamzin talks to Judith MacKenzie, Partner & Head of Public Equity, Downing LLP Judith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent seven years as a senior investment manager with Aberdeen Asset Management Growth […]

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