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The Exchange with Judith MacKenzie of Downing

By Paul Hill19 Jan 2026

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas

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In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing takes me through her view of the markets and latest thoughts on 17 stock ideas, including:

00:00 Equity outlook
06:20 1Spatial Follow | SPA
10:10 Tracsis Follow | TRCS
16:10 Eagle Eye Follow | EYE
22:35 Gaming Realms Follow | GMR
24:10 Ramsdens Follow | RFX
28:25 Synectics Follow | SNX
32:20 Cohort Follow | CHRT
36:20 hVIVO Follow | HVO
41:20 Anpario Follow | ANP
45:30 Brave Bison Follow | BBSN
48:40 Tatton Asset Management Follow | TAM
54:00 Avingtrans  Follow | AVG
56:35 Volex Follow | VLX
59:55 Flowtech Fluidpower Follow | FLO
1:01:50 James Latham Follow | LTHM
1:05:25 Ashtead Technology Follow | AT.
1:06:25 The Property Franchise Group Follow | TPFG
1:09:10 Favourite stock ideas for next 1-2 years. Anpario Follow | ANP and Eagle Eye Follow | EYE

 

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