Head of Value, Alastair Mundy looks at some of the themes currently on regulators’ radars that appear heavily on his team’s current list of out-of-favour stocks.
From Fallen Angels to Deep Value, Alastair and Alessandro explain the five categories, or ‘buckets’ they use when categorising the out-of-favour companies they seek for their Value portfolios.
Join a live webcast with Simon Brazier, Portfolio Manager of the Investec UK Alpha Fund.
Mark responds to recent investor questions, sharing his thoughts on topical issues, from the outlook for the UK economy, to tobacco regulation and life for UK companies after Brexit.
Where were the red flags? Alastair considers the conclusions that can be drawn from seemingly high flying companies that have capitulated, and even gone bust, within 2 years.
Total returns consist of yield (the dividends or coupons of equities and bonds) and capital appreciation (the change in the price of those assets). Over the long term and across asset classes, income has proven to be the most important, and dependable, component of total returns. Much like a trusted engine.
We are at that point of the investment cycle where as a value investor one feels that people are being exceptionally nice to you as some sort of compensation for your extraordinarily poor career choice.
With September marking the 10-year anniversary of the Lehman Brothers collapse, Jason Borbora, Assistant Portfolio Manager of the Investec Diversified Income Fund looks at what we’ve learnt in the past 10 years and what we might still need to learn.
Jason Borbora, Assistant Portfolio Manager of the Investec Diversified Income Fund, discusses the potential impact on markets and for investors of the reversal of QE and how the bottom-up approach on his defensive return fund is positioned to navigate an increasingly volatile environment.