Senior Managing Director; Partner; Relationship Manager and Director of Pension Strategies at Wellington Management
What goes into uncovering a potential catalyst for value creation? Research, engagement and collaboration. Hear details of a recent case study from veteran investor and automotive Global Industry Analyst, Saul Rubin. Learn more: https://lnkd.in/e8kT8q-C
What goes into uncovering a potential catalyst for value creation? Research, engagement and collaboration. Hear details of a recent case study from veteran investor and automotive Global Industry Analyst, Saul Rubin. Learn more: https://lnkd.in/gC9P98j8
What goes into uncovering a potential catalyst for value creation? Research, engagement and collaboration. Hear details of a recent case study from veteran investor and automotive Global Industry Analyst, Saul Rubin. Learn more: https://lnkd.in/d_w7-Krz
Discover exclusive polling data and get insights on the industry's reaction to the Advice Guidance Boundary Review proposals. Our research covers 32 life companies, advisors & wealth managers, platforms & technology providers, and banks & personal savings providers. Download our whitepaper The land that RDR forgot: regenerating mass-market investment advice. Link in the comments 🔽 Chris McCullam | Robert Holford | Sam Turner | Jonathan Warren | Rory Gravatt | Martyn Evans
See if all of our LSEG market data is just what you need to make the right investment decisions. #LSEG #WealthManagement #FinancialAdvisor #MarketData
Discover our open, flexible and scalable data universe spanning everything from the broadest market data and trusted news coverage through to economic, fund and company information – all curated to inform better, more confident investment decisions. Explore our solution: https://lseg.group/47tcV4V
A very thoughtful analysis by Michael Mauboussin and team on how companies with a sustainable competitive advantage can consistently outperform over the long run. Key topics include the importance of industry structure, barriers to entry, and management quality in determining a firm’s success—a great read for anyone interested in strategy and long-term company growth.
“Measuring the Moat” by Consilient Research is an indispensable resource to guide analysis of a company’s strategy. Long-term investors know this is the single most important part of their process. https://mgstn.ly/4dUCugK
Vice President, Relationship Director & Investment Specialist at Avantis Investors
Nice context on T+1 settlement and implications for investors
Written with your clients in mind. Get the latest from our Monthly Field Guide, including data and commentary covering various markets and headlines from across the globe, as well as insights from academic thought leaders. Read the latest here: https://a.vant.is/4caz8pl
Skipping the research phase might seem like a time-saver, but the payoff from investing in it can be game-changing! Check out these 4 real-world examples from our research team that turned assumptions into actionable insights – and boosted profits for some of our Fortune 100 clients. Read more today below ⬇️ https://hubs.la/Q02KPcRY0
Fundamental Financial Analysis | $2B+ Investment Asset Management | Ultra-High Net Worth Clients
This post about the worth of fundamental research reflects the convergence of three credible presentation found in social media this week: 1. Buffett and Gates highlight “focus” as most critical element contributing to their personal and professional success. 2. Morningstar reports on The DNA of a Warren Buffett Company (see link: https://lnkd.in/g_SbGPim ) 3. Ruth Gottesman, widow of Buffett close colleague FMC’s Sandy Gottesman, donates $1B to Einstein Medical School funding all current and future students’ tuition, drawing attention to Gottesman’s research philosophy. “Focus” is fundamental to investment success. And, in the case of Buffett and Gottesman that fundamental focus boils down to research. If there is anything one finds more scarce in professional investing than focus, it is research. Quality fundamental due diligence research is uncommon, but it is a standard within reach of all financial professionals. To that end, in addition to Morningstar’s report on The DNA of a Warren Buffett Company, I am sharing here the research description provided by the firm’s Director of Research (see First Manhattan Co. website).
With the value-led cycle well into its fourth year, some may wonder whether the value run is nearing its end. In our latest research piece, we outline four reasons on why we remain bullish on value. Read more: #Research #ValueInvesting
With the value-led cycle well into its fourth year, some may wonder whether the value run is nearing its end. In our latest research piece, we outline four reasons on why we remain bullish on value. Read more: #Research #ValueInvesting