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Downing LLP (DOW)

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

10 September 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 – 07:17
Gama Aviation (presented by Nick Hawthorn) – 16:34
AdEPT (presented by James Lynch) – 23:38
Hargreaves Services – 31:57
Q&A – 35:00
Synetics – 40:30
Summary – 42:28
Hugh Aldous, Chairman, closing remarks – 44:37


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