Edinburgh Investment Trust PLC’s Post

"Similarly, Ian Lance, co-manager of the £798m* Temple Bar Investment Trust, advocated for a long-term approach. Too many investors decide to remove companies from their portfolios due to short-term trends, regardless of how cheap the valuations are, he said. This offers opportunities for investors with a more long-term approach to thrive." Trustnet's Patrick Sanders on the importance of a disciplined, long-term investment approach in a market that is seemingly obsessed with short-term results. With contributions from a range of portfolio managers, including Temple Bar's Ian Lance. https://lnkd.in/emPK32kG *Source: Temple Bar Annual Report as at 31 December 2023 No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.    #valueinvesting #ukinvestment #opportunity 

“The #investment opportunity set in private #markets is growing, and at present is significantly larger than public markets the world over. Institutional #investors who have traditionally been allocating #capital to only the listed market will need to carefully consider how and where to unlock new sources of #returns against this reality,” says Navin Lala, client director at Old Mutual Alternatives Investments (OMAI). #investing #fiancialplanning #financialmarkets #trading #wealthcreation Old Mutual South Africa

Uncovering value in the UK stock market The UK market is currently cheap compared to the US, which may offer long-term value opportunities. A disciplined and patient investment strategy will continue to be essential for realising value opportunities within the UK market or elsewhere. The information contained above, does not constitute investment advice. Full advice should be taken to evaluate risks, consequences and suitability of any prospective fund or investment. #financialadvice #financialplanning #stockmarket

‘Boots on the ground’ lead to success in small caps There’s a good reason Prime Value Asset Management’s Richard Ivers and Mike Younger have spent much of 2024 so far on the road, lining up meetings with smaller ASX companies. In a recent article published in Stockhead and The Australian, Mike Younger reflected on the need for a ‘boots on the ground’ approach: “A discipline to meet companies in person is a critical part of any investment process, but doubly so for small companies.” Mike explains, “We as investors benefit by looking beyond the charts and the reports, and sitting down with the companies we might be considering for investment. At the end of the day, we are looking to back companies that we believe have potential. We want to get to know them, to partner with them and grow with them.” The fund’s performance endorses this approach, having outperformed both the XSO and the S&P/ASX Small Ordinaries Industrials (AXSID) by circa 7% p.a over the past six years. This intensive approach has seen their Prime Value Emerging Opportunities Fund become the only small cap fund to be upgraded in the latest Zenith research update to a Highly Recommended rating. Richard and Mike share three smaller ASX companies they currently favour in the full article below #smallcap #equities #fundmanagement #disciplinedinvesting

Keith Richards, CMT, CIM, president and chief portfolio manager at ValueTrend Wealth Management Inc., has unveiled his top stock picks for May 2024 on Market Call, BNN Bloomberg, demonstrating the power of technical analysis and adaptive strategies. Here's a closer look at his selections: 📈 The Hershey Company (HSY NYSE): Known for its strong breakout from a base, Hershey has overcome cocoa pricing strains, making it a prime example of contrarian investing. 📈 Global X Silver Miners ETF (SIL NYSEARCA): After lagging behind gold, this ETF is starting to shine, appealing to those who appreciate base breakouts. Note the thin trading, which requires limit orders. 📈 BMO MSCI China ESG Leaders Index ETF (ZCH TSX): Highlighting Richards' contrarian approach, this ETF is breaking its downtrend, showing significant potential in Chinese equities. These picks underscore the strategic insights of Keith Richards, CMT, CIM and the market-beating performance of ValueTrend Wealth Management Inc. #KeithRichards #ValueTrendWealthManagement #Hershey #GlobalX #BMO #TechnicalAnalysis #Investing #MarketInsights https://lnkd.in/g9pPE4mP

#Smallcapcompanies Small cap companies don't grab headlines like the big players in the game. On the last day of 2023, I listed out some areas to look into very carefully in 2024. Again, some areas into very carefully in 2024: Tech companies. Pharmaceutical companies/Bio-techs. Health Care ETF. Spot Bitcoin ETF. AI stocks for long term investment. Emerging markets. Small cap companies. Investing in small cap companies is a very good idea. Meanwhile, you have to study a lot to understand the long term developments and the innovative ideas of small cap companies. Holding on to stocks for the long haul is Warren Buffet's investment philosophy. He invests in small cap companies and he waits for the companies to unlock values. AKA:Long term investment.👍 Many people including financial analysts, investment managers and so on just look at how the stock of a company is performing in the market. As long as the stock is yielding positively, they believe that's more than enough to buy a slice from the stock. Meanwhile, if the stock ain't yeilding positively anymore, stress kicks in and english grammar starts. Many of us still have a lot to learn in this so called market.😎 From my research findings, I explained the importance of small cap companies for long term investment. Some small cap companies to look into very carefully are: #BEAMTherapeutics #GINKOBIOWORKS #INDIESEMICONDUCTOR #navitas #nanox #Primemedicine #Transmedics The inverse relationship between Gold and the Mighty US Dollar today: #GOLD Today's range:$2033.40-$2053.30 Change:-10.90, -0.53%⬇️ #DXY Today's range:$102.25-$102.74 Change:+0.01, +0.01%⬆️ Note:The figures will be changing from time to time in the open market. For in-depth investment research and investor relations contact johnson.afilaka@fininforadar.com If you are looking for institutional conditions, Black well Global is a reputable brokerage firm. Blackwell Global is a fully regulated brokerage firm offering bespoke solutions to meet clients unique needs. Some benefits at Blackwell Global are as follows: - Institutional trading conditions.☑️☑️☑️ - Spreads from 0.0 pips.☑️☑️☑️ -STP Broker.☑️☑️☑️ -Top tier liquidity provider.☑️☑️☑️ To discover what Blackwell can do for you, register here:https://lnkd.in/dnum87n4 #smallcaps #smallcapcompanies #business #finance #smallcap #smallcapstocks

“Today, we see a target rich environment in small caps,” says David Barr, Pender CEO and Portfolio Manager. “The lack of research and capital has left the field wide open for astute investors. Potential catalysts for re-rating will be improved balance sheets, increased cash flow metrics, and increased M&A and IPO activity.” Read the full article in CFA Institute Enterprising Investor: https://bit.ly/3UqeJWg For financial professionals only: David Barr also recently participated in a Pender-hosted webinar in which he provided an update on the opportunities he is currently seeing in the small cap market. If you missed this insightful live event, watch the full replay here: https://bit.ly/4dujEhD For more information on Pender's approach to small cap investing, please visit our Small Cap Hub here: https://bit.ly/3E8q3P9 If you liked this post, please subscribe for all our content updates: https://bit.ly/3NuyJRU

Achieving Exceptional Performance through Research and Value Investing! Our Intrinsic Value Fund follows a value investing strategy based on thorough analysis, margin of safety and long-term approach. Our dedicated team identifies undervalued opportunities with strong growth potential to generate superior returns for our clients. With a consistent annualized return of 18.63% since inception (nearly 17X+ Returns over the last 16+ Years), the Intrinsic Value Fund has delivered impressive performance over time, surpassing both the BSE Small Cap Index and BSE 500 TRI by a significant margin. We have built a powerful story in deep value investing in the small-cap space. Our robust, time tested and proven value strategy ensures that the business and market risks are kept to a bare minimum, yet delivers exceptional alpha returns over the long-term as demonstrated by our track record! Click on the link to know more details: https://lnkd.in/ghYKgyjT To express your interest, visit : https://lnkd.in/gSVmApZb #wednesdaywisdom #trustline #financialsuccess #20yearsofresearchexcellence #finance #investment #wealth #financialmarkets #aifinvestment #markets #strategy

In today's investment landscape, where passive strategies are gaining traction, Paul Markham, GAM Investments’ Investment Director of Global Equities, stands firm on the value of active management. He advocates that, particularly in the current market environment with its focus on a handful of large-cap stocks, active management has the potential to yield more favourable outcomes for investors over the long haul. Read more here: https://ow.ly/12ps30sFHP9 #AssetManagement #ActiveManagement #GlobalEquities #InvestmentStrategy For professional investors only. Capital at risk.