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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
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
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