Video: Downing Strategic Micro-Cap IT AGM: Meet the Managers July 18

Monday, Sep 10 2018 by
3

Judith MacKenzie and other fund managers talk through the Downing Strategic Micro-Cap IT, specifically it's holdings in Adept Telecom (LON:ADT), Gama Aviation (LON:GMAA) and Real Good Food (LON:RGD). Giving an investment managers view on these companies and their management, and why the Downing Strategic Micro-Cap IT has them in their portfolio.

Plus interesting Q&A from the audience.

https://www.piworld.co.uk/2018/09/10/downing-strategic-micro-cap-investment-trust-agm-meet-the-managers-event-july-2018/

Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch.
Disclaimer – 00:06
Hugh Aldous, Chairman, opening remarks – 00:17
Judith MacKenzie, Lead Fund Manager, introduction – 00:32
Annual review – 03:18
The micro-cap market – 04:43
The team – 05:34
Portfolio review – 06:10
Real Good Food – 07:17
Gama Aviation (presented by Nick Hawthorn) – 16:34
AdEPT (presented by James Lynch) – 23:38
Hargreaves Services – 31:57
Q&A – 35:00
Synetics – 40:30
Summary – 42:28
Hugh Aldous, Chairman, closing remarks – 44:37

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Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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AdEPT Technology Group plc, formerly AdEPT Telecom plc, is engaged in providing managed services for information technology (IT), unified communications, connectivity and voice to over 100 Councils, NHS Trusts and other government bodies. The Company's segments are fixed line services (being calls and line rental services) and managed services (which are data connectivity, hardware services, IP telephony, support and maintenance services). It is engaged in the provision of voice and data communication services to both domestic and business customers. The Company offers technical and commercial options for onsite and cloud-based telephony. The Company serves approximately 20,000 commercial customers including worldwide and nationwide brand names. more »

LSE Price
334p
Change
 
Mkt Cap (£m)
79.2
P/E (fwd)
10.3
Yield (fwd)
3.2

Gama Aviation plc, formerly Hangar 8 PLC, is a global aviation services company. The Company provides management, charter, special missions, logistics, maintenance, design and fixed base operations (FBO) services to its business aviation customers. The Company's segments include US: Air, US: Ground, Europe: Air, Europe: Ground, MENA: Air, MENA: Ground, Asia: Air and Other. Its aircraft and fleet management service provides the operational management and control of the asset for clients to outsource their flight departments. Its special mission service provides the operational management and control of the assets for specialist fleet users, such as the emergency services, infrastructure providers, civil intelligence agencies and civil/military partnerships. Its maintenance service provides base and line maintenance support for aircraft. Its FBO service enhances airport utility by providing business aviation infrastructure and operational management. more »

LSE Price
77.5p
Change
-3.1%
Mkt Cap (£m)
50.9
P/E (fwd)
7.9
Yield (fwd)
3.6

Real Good Food plc is a food manufacturing and distribution company. The Company is engaged in the sourcing, manufacture and distribution of food to the retail, foodservice and industrial sectors. The Company's segments include Cake Decoration, Food Ingredients and Premium Bakery. The Company’s Cake Decoration segment manufactures, sells and supplies cake decoration products and ingredients for the baking sector in the United Kingdom and abroad. Its Food Ingredients segment manufactures and supplies a range of food ingredients, such as chocolate coatings, sauces, jams, dry powder blends and snack bars to the retail, wholesale and foodservice sectors. Its Premium Bakery segment manufactures, sells and distributes bakery and dessert products to the United Kingdom retailers and foodservice customers. more »

LSE Price
7.25p
Change
 
Mkt Cap (£m)
7.2
P/E (fwd)
n/a
Yield (fwd)
n/a



  Is LON:ADT fundamentally strong or weak? Find out More »


1 Post on this Thread show/hide all

jonthetourist 11th Sep '18 1 of 1

Thank you for this Tamsin, much appreciated.

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