Tamzin talks to Judith MacKenzie, Downing LLP

This video can be seen at: https://www.piworld.co.uk/2018/08/15/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 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