The Exchange with Judith MacKenzie of Downing

Jan 19, 2026

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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 
10:10 Tracsis 
16:10 Eagle Eye 
22:35 Gaming Realms 
24:10 Ramsdens 
28:25 Synectics 
32:20 Cohort 
36:20 hVIVO 
41:20 Anpario 
45:30 Brave Bison 
48:40 Tatton Asset Management 
54:00 Avingtrans  
56:35 Volex 
59:55 Flowtech Fluidpower 
1:01:50 James Latham 
1:05:25 Ashtead Technology 
1:06:25 The Property Franchise Group 
1:09:10 Favourite stock ideas for next 1-2 years. Anpario  and Eagle Eye 

 

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The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.