PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2018/12/09/downing-monthly-income-fund-presentation-at-mello-london-november-2018/
 
Downing Monthly Income Fund presentation at Mello London 2018
By James Lynch, Fund Manager
 
Covering the key points of the fund, and how they do it
Top quartile yield: the fund is committed to providing a market and sector beating yield.
High conviction portfolio: 30 – 40 holdings allow best ideas to drive performance.
Risk-adjusted portfolio construction: with our bottom-up approach, we believe we have a full understanding of our investments. Strong balance sheets, good cash generation and efficient operations reduce risk.
Value-led: we aim to buy businesses at attractive valuations, to improve returns and protect against downside risk.
Multi-cap approach: the fund applies Downing’s small-cap expertise across a range of UK market capitalisations.
Distributions: income is paid monthly.
 
Duke Royalty (DUKE) – 00:27
Downing Monthly Income Fund – 01:21
Market backdrop – 01:31
Philosophy – 05:16
The positions: Adept Technology (ADT) – 07:50
Photo-Me International (PHTM) – 11:19
Maintel Holdings (MAI) – 14:29
Lock ‘nStore Group (LOK) – 17:14
Summary about Downing Monthly Income – 19:02
 
Q&A – 21:07

Show Notes

This video can be seen at: https://www.piworld.co.uk/2018/12/09/downing-monthly-income-fund-presentation-at-mello-london-november-2018/

 

Downing Monthly Income Fund presentation at Mello London 2018 By James Lynch, Fund Manager

 

Covering the key points of the fund, and how they do it

  • Top quartile yield: the fund is committed to providing a market and sector beating yield.
  • High conviction portfolio: 30 – 40 holdings allow best ideas to drive performance.
  • Risk-adjusted portfolio construction: with our bottom-up approach, we believe we have a full understanding of our investments. Strong balance sheets, good cash generation and efficient operations reduce risk.
  • Value-led: we aim to buy businesses at attractive valuations, to improve returns and protect against downside risk.
  • Multi-cap approach: the fund applies Downing’s small-cap expertise across a range of UK market capitalisations.
  • Distributions: income is paid monthly.

 

Duke Royalty (DUKE) – 00:27

Downing Monthly Income Fund – 01:21

Market backdrop – 01:31

Philosophy – 05:16

The positions: Adept Technology (ADT) – 07:50

Photo-Me International (PHTM) – 11:19

Maintel Holdings (MAI) – 14:29

Lock ‘nStore Group (LOK) – 17:14

Summary about Downing Monthly Income – 19:02

 

Q&A – 21:07

Creators and Guests

P
Producer
PIWORLD

What is PIWORLD Investor Podcasts?

Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk