Month: March 2020

Prudent 15: BH Global

Kicking off with BH Global (BHGG) You can always read more about my views on funds at my blog www.adventurousinvestor.com. I update this most days, especially useful during these volatile times when new investment opportunities emerge very quickly. I’m not going to bore readers with speculation about viruses and volatility but simply ask them to […]

Weekly Commentary: 16/03/20 – Timing is everything

Timing is everything With the current crisis Jeremy dusts off the recovery stocks folder. Airlines that survive will have huge upside on the back of a lower oil price. The opportunity may be in the likely refinancing issues, and Primary bid is a useful tool to enables retail investors to participate. Jeremy registers his interest […]

Screening For My Next Long-Term Winner: AB Dynamics

Recent market ructions have sent many shares tumbling — and perhaps created some buying opportunities. Amid the mayhem, I devised a straightforward screen. I simply looked for decent-sized businesses that were still expected to grow, paid a dividend and were conservatively financed, too I applied the following criteria within SharePad to identify some respectable candidates: […]

Going for repeat business

Fundsmith Equity probably needs no introduction. Since its launch in November 2010 the fund has racked up class-leading annualised returns of more than 18%, compared to less than 12% for an index of global equities, by investing in high quality businesses at attractive valuations. You can, of course, make further comparisons, and explore the makeup […]

Dynamic 35: Syncona

The genomics revolution and the appeal of Syncona It’s easy to get carried away with the short to medium term noise coming out of stock markets. The corona virus has sent investors in the developed world heading for the exit. But in truth some sectors of the giant ‘technology’ sector were already beginning to suffer […]