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, […]
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, without limitation and restrictions (including geographical restrictions), long-term, revenue-based royalties in private and/or public companies, and or other alternative asset classes and/or financing instruments from time to time that bear similar risk and return characteristics. The Company provides financing solutions to private companies that are in need of capital but whose owners wish to maintain equity control of their business. It provides capital to companies in exchange for rights to a small percentage of future revenues.
Here’s what James Lynch, Fund Manager at DSM IT, says about DUKE, and why they have added DUKE to their portfolio.
Further, you can see DUKE present at Mello London.
What DUKE do – 00:20
Why it’s unique? – 00:38
Risk adjusted return – 01:16
Videos from Downing LLP
38:07
Downing: Income & Growth presentation at Mello May 2019
Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology James Lynch, Fund Manager, Downing Introduction – 00:28 Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34 Ian Fishwick, Chairman, ADT ADT Key Fundamentals – 08:28 ADT Strategy – 10:18 ADT Sectors […]
22:00
Interview with Peter Kenyon, CEO, Ramsdens
by James Lynch, Fund Manager, Downing Strategic Micro-Cap Investment Trust Ramsdens Holdings PLC (Ramsdens) is a financial services provider and retailer. The Company operates through four segments: Foreign Currency Exchange, Pawnbroking, Purchases of precious metals and Jewellery Retail. The Foreign Currency Exchange segment consists of primarily, the sale and purchase of foreign currency notes with […]
22:50
Duke Royalty’s CEO, Neil Johnson, interviewed by James Lynch, Fund Manager, Downing.
Downing bought a position in Duke Royalty (DUKE) in 2018. James elicits the key investment attractions of DUKE, and Neil gives a great overview of DUKE, royalty finance, the market place, risk management and much more, to answer all the questions investors may have. Duke Royalty Limited is a Guernsey-based diversified royalty investment company. The […]
23:58
Downing Monthly Income Fund Presentation at MELLO London November 2018
Downing Monthly Income Fund presentation at Mello London 2018 By James Lynch, Fund Manager Covering the key points of the fund, and how they do it Top quartile yield: the fund is committed to providing a market and sector beating yield. High conviction portfolio: 30 – 40 holdings allow best ideas to drive performance. Risk-adjusted portfolio […]
03:04
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, […]
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
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 – […]
27:34
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 […]
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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