Meet the manager – Judith MacKenzie, Downing AIM Estate Planning Service (IHT portfolio)

Описание: *A new 2025 interview is here: ➜    • “Don’t buy the index – buy the stocks”: ho...  *

The Downing AIM IHT ISA portfolio aims to make long-term investments into smaller, often unloved, AIM-quoted businesses available at what Downing considers to be an attractive valuation. We talk to manager Judith MacKenzie about how this process works in practice, how they see the markets at the moment, and what are some examples of their AIM investments. In this interview:
0:00 About Judith MacKenzie and Downing Fund Managers
1:28 What does the AIM IHT service aim to do for investors?
2:05 Downside protection
2:45 What types of AIM companies is the portfolio looking for?
3:57 Recent investment: Ashtead Technology
5:01 Mature holding Tracsis (Leeds University spinout)
6:16 Investing in Anpario (supplements for animal feeds)
7:14 AIM volatility – how is that affecting the portfolio?
8:36 Growth vs value
9:21 Most challenging thing
10:16 How and when to sell a stock
12:20 How risky is investing in AIM?
13:27 Summary: why choose Downing AIM Estate Planning?

For more details on Downing AIM Estate Planning, including documents & how to invest, see https://www.wealthclub.co.uk/y/downin....

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IMPORTANT
The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. AIM shares are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.