“I think investors can be, or should be, innovative and think differently. And be allowed not to have to go down that route of being formulaic. It's made me really passionate about educating people in school and coming through the universities. They might not be from the blue-chip universities, but they can still be fund managers.” - Judith MacKenzie
Judith MacKenzie chats candidly with Stacy Havener of the Billion Dollar Backstory podcast. She discusses some of the lessons and events that have led her to where she is today, an award-winning fund manager and Head of Downing Fund Managers.
Key highlights from the podcast:
• Judith’s backstory– the surprising business lessons she learned as a kid and how they still influence her investing strategy and style today
• Why qualitative research is just as rigorous as the numbers and how to test a company’s integrity
• The biggest red flags in company management and governance that investors often miss
• How to stay true to an investment strategy when market pressure suggests a pivot
• What it’s like to be the only woman in the room, and what needs to change for the next generation of women in finance
The conversation reveals valuable insights from two influential women in the investment industry.
Listen to the podcast episode below
You can hear more insights from Judith on her own podcast, Investing for the Long-Term which she hosts with colleague and fellow fund manager, Rosemary Banyard. While Season One focussed on Judith and Rosemary’s long careers, blazing a trail for women in finance, Season Two sees the pair interview giants of the industry from across their extensive networks.
Opinions expressed represent the views of the fund manager at the time of publication, are subject to change, and should not be interpreted as investment advice.
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