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Downing LLP (DOW)

Tamzin talks to Judith MacKenzie, Downing LLP

15 August 2018

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 Capital as co Fund Manager of the 5 Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas. Judith is a Fellow of the Securities Institute and has held a number of public and private directorships.

 

How did you end up founding Downing Public Equity? – 00:25

How would you describe your investing style? – 01:45

Does it vary according to market conditions? – 02:09

What investment criteria are you looking for in companies? – 02:36

What sort of growth are you looking for? – 02:57

What do you when it doesn’t go as planned? – 03:36

What qualities make a good investor? – 04:21

How do you manage the performance of your fund managers? – 06:38

How big a part do you think psychology plays in investing? – 09:14

Comments on Ramsdens (RFX) management sells – 10:22

The best and worst things about managing other’s money – 12:43

What’s your outlook for the small cap market? – 15:22

How does your personal investing differ from what you do with Downing? -16:58

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