{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"Tamzin talks to Judith MacKenzie, Downing LLP","html":"","width":"100%","height":180,"duration":1104,"description":"This video can be seen at: https://www.piworld.co.uk/2018/08/15/tamzin-talks-to-judith-mackenzie-downing-llp/\n \nTamzin talks to Judith MacKenzie, Partner & Head of Public Equity, Downing LLP\nJudith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent seven years as a senior investment manager with Aberdeen Asset Management Growth Capital as co Fund Manager of the 5 Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas. Judith is a Fellow of the Securities Institute and has held a number of public and private directorships.\nHow did you end up founding Downing Public Equity? - 00:25 How would you describe your investing style? – 01:45Does it vary according to market conditions? - 02:09What investment criteria are you looking for in companies? - 02:36What sort of growth are you looking for? - 02:57What do you when it doesn’t go as planned? - 03:36What qualities make a good investor? - 04:21How do you manage the performance of your fund managers? – 06:38How big a part do you think psychology plays in investing? - 09:14Comments on Ramsdens (RFX) management sells - 10:22The best and worst things about managing other’s money - 12:43What’s your outlook for the small cap market? - 15:22How does your personal investing differ from what you do with Downing? -16:58","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}