Nick Hawthorn, a seasoned UK fund manager at Downing, shares his insights on navigating the volatile equity market. He discusses the importance of cash flow and strategic adaptability, particularly in the mid-cap sector. Dive into his analysis of 11 stocks, including InSpecs' competitive challenges and Kitwave's recent struggles. Hawthorn unpacks implications of AIM stocks transitioning to main markets and highlights future growth opportunities in companies like Volex and Eagle Eye, showcasing his keen eye for investment potential.
