InvestorFlow’s Post

In the realm of investing, the adage “don’t put all your eggs in one basket” holds true, especially in the stock market. Geographical diversification, or spreading investments across different regions and countries, is a strategy that offers numerous benefits to investors seeking to optimise their portfolios. From mitigating risks to enhancing returns, geographical diversification plays a pivotal role in building a resilient and profitable investment portfolio. Saxo's Adam Smith elaborates. https://lnkd.in/gfwQQZFz

Over the next two decades, $84 trillion of private wealth will change hands across generations*. In the latest Advisor Pulse, senior advice strategist Maria Quinn of Vanguard Investment Advisory Research Center explains how this could cost your practice 20% to 30% of your AUM. After watching the short video below, check out our intergenerational wealth transfer resource center. You’ll see how you can help clients prepare for the next generation. https://lnkd.in/ekF4awd6 #vanguardadvisorpulse *The Cerulli Edge: U.S. Retail Investor Edition; The Wealth Transfer Issue. 2023. Cerulli Associates: Boston

In Australia it has long been a rite of passage to get your passport and head off to travel and experience the world. We should start to apply this same curiosity to investing if we want to make the most of our financial future. #diversification #opportunities #investing

All this talk about boosting investment in UK companies and the Great British ISA? There are other ways to do this. Worth listening to Oliver Brown of RC Brown Investment Management PLC, a bottom up investor who specialises in investing in quality UK companies of all shapes and sizes when they are raising money to grow. They do this day in and day out and,unusually, share the opportunities with retail investors. Take a canter through 20 interesting stocks he currently in his in-depth interview with Paul Hill We keep hearing that UK stocks offer great value right now - but they may yet win the Oscars next year! #equities #primarymarkets #UKinvestment #DFM #investmentadvice #smallandmidcaps #voxmarkets

Have you rebalanced your equity portfolio lately? Consider New York Life Investments' high conviction equity solutions to diversify and reacclimate: https://lnkd.in/e-WrNX9u #Investing #InvestmentStrategy #PortfolioStrategy #PortfolioManagement

Learn how now could be a great go to invest in Time AIM

Learn why now could be a great time to invest in AIM.   Hear why Raymond Greaves, our Head of Equity Funds, believes "we have now reached a stage where there is deep value on AIM and quality companies that are fantastic buys at this stage".   Raymond sat down with Guy Tolhurst from Intelligent Partnership to discuss AIM strategies, the importance of a sector-agnostic approach and our systematic processes for investing in smaller companies.   Capital at risk.   #businessrelief #AIM #taxplanning

This week, the Texas McCombs Investment Advisers, LLC, hosted Matt Dennis, Portfolio Manager at S5 Capital, who came to teach us about what makes a good stock pitch! He came to sit in on the students' first round of flash pitches and gave us valuable insight into how to improve and structure moving forward. Specifically, Matt shared the four questions that you must answer in your pitch: 1. How much can I make? Returns are the most important aspect to investors. 2. How much can I lose? (Base, Bear and Bull Cases) 3. Is the story already priced into the shares? 4. What are the catalysts? Big thank you to Matt for visiting us at the Texas McCombs School of Business! Your insight was incredibly valuable.

Sunday reflections on retailification of private assets PART 3 Who is the CIO? The LT in ELTIF means Long Term. Institutional investors have since many decades, invested in Long Term locked up assets, which will now be made available to smaller, less experienced and less well informed investors. The institutional investors have built up whole departments and functions with expertise, whose job it is to find, analyse, negotiate with and supervise investments in low-liquidity, long-term, potentially higher return investments. Why? Why did they not just invest in a diversified fund of eg Private Equity funds and enjoy the better returns? Because diversification doesn’t work like it does in listed securities. The good investments with the 20% worth-while GPs are difficult to find and get into. It takes time and effort and a deep understanding. The less good ones are open for investors always.   For a condensed lesson of how one of the probably most popular assets for retailification, Private Equity, actually works, see the excellent Professor Steven Kaplan’s lecture below. Spoiler; Picking good investments is hard and bad choices will haunt the investor for a long time.  https://lnkd.in/dijCShzd That picking of good investments is hard is further supported by the equally excellent Professor Josh Lerner of Harvard and his 2005 paper on which investors actually succeed. Spoiler; They are few and far between.   As an industry, we need to critically ask ourselves if the Tinder model, ie acting primarily as matchmaker and facilitator, between capital hungry illiquid investments and uninformed investors, who are new to this universe and unaware of its’ technical aspects, such as capital calls, is the best way forward, if it is a good business model. It goes against all that institutional experience suggests. Could it lead to the investors putting money with the 80% that are no better, and in some cases much worse, than investing in listed equities through a liquid UCITS fund? So the question remains; Who is the CIO? If we let excessive enthusiasm overtake a more “prudent man” approach and ignore what investors best interests are, by letting them learn-by-doing without any guidance, there will be blood!   END #ELTIF #RETAILIFICATION #ILASEMINAR #PRIVATEEQUITY #StevenKaplan #JoshLerner #ILLIQUIDASSETS #PrivateAssets #RetailInvestors #Distribution

Are you considering a more active approach to diversify your passive equity exposure? Read our latest Insight from portfolio managers Nael Fakhry and Bryan Wong titled, “Are Investors Walking a Tightrope with the Mag 7?” https://hubs.la/Q02sWn2n0 #mag7 #portfolio #diversify