Judith Mackenzie

Judith Mackenzie, an accomplished fund manager at Downing, shares her investment insights amidst market volatility. She discusses her preference for small-cap stocks and the importance of margin improvements and strong balance sheets. The conversation dives into specific companies like Avingtrans and Eagle Eye, highlighting their unique challenges and growth potential. Judith also debates active versus passive fund management strategies, emphasizes the need for regulatory reforms in the AIM market, and reveals thoughts on market liquidity and investment risks.

Judith Mackenzie, Head of Downing Fund Managers, discusses challenges and opportunities in UK small and medium-sized market, including due diligence, corporate behavior, and impact of the pandemic. They focus on unique companies with low debt and management stake, and the need to control what they can in the market.