Fund Manager interview with Judith MacKenzie, Partner and Head of Downing Fund Managers

Описание: Vox Markets and Judith MacKenzie discuss outlook for equites in 2022, fallen angels & turnarounds, post covid winners and exciting early-stage healthcare opportunities

Outlook for equites in 2022

High quality, sustainable growers
Tracsis 03:15
Volex 08:15
Equals 11:25

Fallen angels & turnarounds

Venture Life 14:05
Norman Broadbent 18:15
FireAngel 22:25

Post covid winners

Digitalbox 27:10
Centaur Media 31:10
Flowtech Fluidpower 33:50
Ramsdens 35:55

Exciting early-stage healthcare opportunities

GENincode 38:10
Destiny Pharma 40:40
Trellus Health 40:55
Arecor Therapeutics 42:30

Any major risks to consider? 43:40

#TRCS #VLX #EQLS #VLG #NBB #FA. #DBOX #CAU #FLO #RFX #GENI #DEST #TRLS #AREC