In this section of the blog, we highlight developments and news relating to value investing. As long-term investors, we research companies that can provide excellent returns over long periods of time. Patience is important if we want to buy these shares at a reasonable valuation. We would like to give you an insight into the world of value investing.

The social and economic scars of stringent lockdowns has become very apparent

The social and economic scars of stringent lockdowns has become very apparent

Fabian Bernardus2021-12-16T17:14:44+02:00December 16th, 2021|Market Updates, Value|

Market Updates THE SOCIAL AND ECONOMIC SCARS OF STRINGENT LOCKDOWNS HAS BECOME VERY APPARENT Last week we highlighted our view on the main [...]

Omicron: investors have turned from optimism to outright pessimism.

Omicron: investors have turned from optimism to outright pessimism.

Fabian Bernardus2021-12-07T12:31:56+02:00December 7th, 2021|Market Updates, Value|

Market Updates OMICRON: INVESTORS HAVE TURNED FROM OPTIMISM TO OUTRIGHT PESSIMISM Just over a week ago, few people on the planet had ever [...]

Inflation numbers continued to make new highs

Inflation numbers continued to make new highs

David Williams2021-11-23T12:51:03+02:00November 18th, 2021|Market Updates, Value|

Market Updates INFLATION NUMBER CONTINUE TO MAKE NEW HIGHS Another week of global inflation data only served to emphasize how important the future [...]

Very solid footing heading into the final stretch of 2021

Very solid footing heading into the final stretch of 2021

David Williams2021-11-10T13:02:26+02:00November 10th, 2021|Market Updates, Value|

Market Updates VERY SOLID FOOTING HEADING INTO THE FINAL STRETCH OF 2021 Despite persistent headline stagflation concerns and supply chain issues, the market [...]

The transitory inflation spreads to rents and wages

The transitory inflation spreads to rents and wages

David Williams2021-11-19T12:54:13+02:00November 9th, 2021|Market Updates, Value|

Market Updates THE TRANSITORY INFLATION SPREADS TO RENTS AND WAGES The narrative of ‘transitory’ inflation has lost any creditability it may have had. [...]

Reported earnings growth exceeds expectations

Reported earnings growth exceeds expectations

Fabian Bernardus2021-11-10T12:55:18+02:00November 4th, 2021|Value|

Market Updates REPORTED EARNINGS GROWTH EXCEEDS EXPECTATIONS Investors were nervous entering the Q3 reporting season given the plethora of rising headline concerns – [...]

The european recovery and the earnings growth of value stocks

The european recovery and the earnings growth of value stocks

David Williams2021-08-31T13:38:54+02:00August 31st, 2021|Market Updates, Value|

Markt Updates THE EUROPEAN RECOVERY AND THE EARNINGS GROWTH OF VALUE STOCKS The U.S. 10-year yield continued to recover from recent lows despite [...]

The good, the bad and the starting to get ugly

The good, the bad and the starting to get ugly

David Williams2021-08-31T12:13:14+02:00August 30th, 2021|Market Updates, Value|

Market Updates THE GOOD, THE BAD AND THE STARTING TO GET UGLY The Good. The rebound in corporate profitability has exceeded the most [...]

Investor flows have switched to the mega-cap constituents

Investor flows have switched to the mega-cap constituents

Fabian Bernardus2021-08-31T10:25:08+02:00August 2nd, 2021|Market Updates, Value|

Market Updates INVESTOR FLOWS HAVE SWITCHED TO THE MEGA CAP CONSTITUENTS Though secular bull markets tend to be long in duration (average of [...]

Rising inflation momentum will only be ‘transitory’

Rising inflation momentum will only be ‘transitory’

David Williams2021-08-31T10:27:19+02:00June 21st, 2021|Market Updates, Value|

Market Updates RISING INFLATION MOMENTUM WILL ONLY BE 'TRANSITORY' Despite the economy posting the two highest core inflation readings since 1992 in April [...]