Name: Ashtead Technology (AT.) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management
Uploaded: 2023-05-12T07:42:30.447500+00:00
Duration: 3103 s
Channel: Vox Markets
Description: Ashtead Technology (AT.) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/871/005871/video_JETEnwo.mp4#t=2260

Vox Markets

Ashtead Technology (AT.) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

The outlook for equities

M&A activity & delisting risk

Possible Downing liquidity event in 2024

Equals (EQLS) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Centaur Media (CAU) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

National World (NWOR) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Journeo (JNEO) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Eagle Eye (EYE) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Inspecs (SPEC) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

EKF Diagnostics (EKF) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Onthemarket (OTMP) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Supreme (SUP) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Ramsdens (RFX) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Flowtech Fluidpower (FLO) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Volex (VLX) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Tatton Asset Management (TAM) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

Frenkel Topping (FEN) - Vox Markets Fund Manager Series: Judith MacKenzie of Downing Asset Management

In this interview on value/GARP investing, fund manager Judith MacKenzie of Downing Asset Management takes Vox through:

The outlook for equities. Start
M&A activity & delisting risk. 03:30
Possible Downing liquidity event in 2024. 06:45
Equals. 09:05
Centaur Media. 10:50
National World. 15:05
Journeo. 18:25
Eagle Eye. 21:20
Inspecs. 23:35
EKF Diagnostics. 26:15
Onthemarket. 29:00
Supreme. 31:50
Ramsdens. 34:15
Ashtead Technology. 37:40
Flowtech Fluidpower. 40:25
Volex. 42:50
Tatton Asset Management. 45:10
Frenkel Topping. 47:35

In this interview on value/GARP investing, fund manager Judith MacKenzie of Downing Asset Management takes Vox through:The outlook for equities. Start M&amp;A activity &amp; delisting risk. 03:30 Possible Downing liquidity event in 2024. 06:45 Equals. 09:05 Centaur Media. 10:50 National World. 15:05 Journeo. 18:25 Eagle Eye. 21:20 Inspecs. 23:35 EKF Diagnostics. 26:15 Onthemarket. 29:00 Supreme. 31:50 Ramsdens. 34:15 Ashtead Technology. 37:40 Flowtech Fluidpower. 40:25 Volex. 42:50 Tatton Asset Management. 45:10 Frenkel Topping. 47:35

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/871/005871/video_JETEnwo.mp4