Скачать или смотреть Vox Markets Fund Manager Series - Judith MacKenzie of Downing Asset Management

Although most major indices have been a sea of red this year, the valuation reset has created significant opportunity for long term investors, particularly in small/microcap stocks.

Find out here why from Judith MacKenzie of Downing Asset Management, including:

00:00 Outlook for equities
02:15 Impact of fund redemptions
04:04 Ashtead Technology #AT
05:53 TheWorks #WRKS
06:44 Ashtead Technology #AT
07:45 TheWorks #WRKS
09:48 Hargreaves Services #HSP
12:31 Equals #EQLS
15:42 Centaur Media #CAU
17:49 Digital Box #DBOX
20:24 Bonhill Group #BONH
21:54 National World #NWOR
24:12 How to distinguish between value traps & value plays?
26:28 Norman Broadbent #NBB
30:01 Ramsdens #RFX
33:07 Adept Technology #ADT
36:27 Volex #VLX
39:28 Flowtech Fluidpower #FLO
42:07 FireAngel #FA.
44:14 Synectics #SNX
46:35 Importance of doing one’s own forecasts/research
48:51 What macro risks to watch out for?