EPISODE · Sep 10, 2018 · 47 MIN
Downing Strategic Micro-Cap Investment Trust AGM, Meet the Managers event June 2018.
from PIWORLD Investor Podcasts · host piworld
Full video can be viewed at: https://www.piworld.co.uk/2018/09/10/downing-strategic-micro-cap-investment-trust-agm-meet-the-managers-event-july-2018/ Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch. 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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Downing Strategic Micro-Cap Investment Trust AGM, Meet the Managers event June 2018.
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