Judith Mackenzie

Joanna Jensen, founder of Child's Farm and now an angel investor, joins Judith McKenzie of Downing Fund Managers, Michael Jenner from Last Energy UK, and Chris Bird, former COO of Manchester City. They discuss the UK government's plans for substantial investment in nuclear energy and its potential to create jobs. The conversation shifts to the ethical implications of executive pay, inspired by the Pope's comments, and nostalgically reflects on Ricky Hatton's enduring legacy in Manchester, highlighting community spirit and the unifying power of sport.

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.