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The Exchange with Paul Hill & Nick Hawthorn

By Paul Hill14 Jul 2025

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts.

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks: 

00:00 Equity outlook & stock selection process. 

06:55 How to deal with the occasional major portfolio shock 

08:00 Inspecs 

15:15 Kitwave

21:35 Cohort 

28:15 SigmaRoc 

32:20 Avingtrans 

37:55 Ashtead Technology 

41:50 What happens when AIM stocks move to the main market (re forced sellers)? 

46:00 Brave Bison 

51:55 1Spatial 

55:45 Tracsis 

58:15 Eagle Eye 

61:10 Favourite stock idea for next 1-2 years. Volex 

#SPEC #KITW #CHRT #SRC #AVG #AT. #BBSN #SPA #TRCS #EYE #VLX

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