The restructuring at Real Good Food (RGD) is an interesting example of how the Fund Manager, Judith MacKenzie, may add value to companies in the portfolio. While the degree of involvement is atypical, MacKenzie and her team clearly do not shy away from getting involved. RGD has recently announced that it sold Haydens Bakery. Downing believes that the key core assets remaining in RGD are Renshaw and Brighter Foods. If RGD were to continue disposing other non-core assets the market is likely to
25 Sep 2018
Selling some of the parts
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Selling some of the parts
Downing Strategic Micro-Cap Investment Trust PLC GBP (DSM:LON) | 0 0 0.0% | Mkt Cap: 28.7m
- Published:
25 Sep 2018 -
Author:
Saumya Banerjee -
Pages:
9
The restructuring at Real Good Food (RGD) is an interesting example of how the Fund Manager, Judith MacKenzie, may add value to companies in the portfolio. While the degree of involvement is atypical, MacKenzie and her team clearly do not shy away from getting involved. RGD has recently announced that it sold Haydens Bakery. Downing believes that the key core assets remaining in RGD are Renshaw and Brighter Foods. If RGD were to continue disposing other non-core assets the market is likely to