Downing LLP9 Videos

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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 […]

17th July 2019

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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 […]

14th May 2019

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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 […]

19th March 2019

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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 […]

9th December 2018

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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, […]

12th November 2018

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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

9th November 2018

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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 – […]

10th September 2018

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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 […]

20th August 2018

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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 […]

15th August 2018