NEI Investments’ Post

Since 1984, the Russell US Indexes are designed to capture the whole US economy. Do you know how Russell Indexes differentiate from other US indexes in the market? Join us at this webinar as Emerald Yau, Head of Equity Index Product Management, FTSE Russell will examine how the Russell US Indexes are built, the requirements for IPOs to be eligible for inclusion and how does it affect the index performance. Save your spot today: https://lnkd.in/dUFpQrRP #USEquity #RussellIndexes #USStocks #Investment

Since 1984, the Russell US Indexes are designed to capture the whole US economy. Do you know how Russell Indexes differentiate from other US indexes in the market? Join us at this webinar as Emerald Yau, Head of Equity Index Product Management, FTSE Russell will examine how the Russell US Indexes are built, the requirements for IPOs to be eligible for inclusion and how does it affect the index performance. Save your spot today: https://lnkd.in/gVfCGtE3 #USEquity #RussellIndexes #USStocks #Investment

Since 1984, the Russell US Indexes are designed to capture the whole US economy. Do you know how Russell Indexes differentiate from other US indexes in the market? Join us at this webinar as Emerald Yau, Head of Equity Index Product Management, FTSE Russell will examine how the Russell US Indexes are built, the requirements for IPOs to be eligible for inclusion and how does it affect the index performance. Save your spot today: https://lnkd.in/dbEeSfgm #USEquity #RussellIndexes #USStocks #Investment

Can Warren Buffett's Timeless Strategies Thrive in Today's Turbulent Markets? In today's fast-changing world of finance, one big question stands out: Can Warren Buffett's well-known investment methods still work in the unpredictable markets we see now? Market volatility has always been a concern for investors. While the VIX (Volatility Index) is a popular measure, other indicators like the standard deviation of stock returns, beta coefficients, and market sentiment indices also give valuable insights. Over the past few decades, these measures have shown an increase in volatility due to rapid technological advancements, globalization, and changing economic policies. Warren Buffett's investment style is all about value investing. He focuses on finding companies with strong fundamentals, buying them at a good price, and holding onto them for a long time. This strategy is based on careful analysis, patience, and recognizing a company's true value. In an age where data is everywhere, Buffett’s detailed analysis remains crucial. By looking at earnings, cash flow, debt levels, and the quality of management, investors can find companies that can withstand economic challenges. Buffett introduced the idea of "economic moats," which are competitive advantages that protect a company from its rivals. In a volatile market, companies with strong moats are more likely to stay profitable and maintain their market position. The key to Buffett's success is his ability to adapt timeless principles to modern times. Even in today's volatile market, his focus on value, patience, and thorough analysis provides a solid foundation. Modern investors can improve on Buffett’s methods by using new tools and metrics, such as advanced analytics, global diversification, and considering environmental, social, and governance factors. Although the financial world has changed a lot since Warren Buffett started, the core principles of his investment strategy are still strong and effective. By combining these timeless strategies with modern tools and metrics, investors can confidently navigate today’s volatile markets. Buffett's method, based on value and patience, shows that sometimes, the old ways are still the best ways—especially when they are updated to meet new challenges. https://lnkd.in/esGKH5Ja #Stocks #Investment

Don’t try to second guess the markets. Investors attempting to buy low and sell high often hinder the overall performance of their portfolios. Find out more about our approach to investing here: https://lnkd.in/exBSgUBY

Don’t try to second guess the markets. Investors attempting to buy low and sell high often hinder the overall performance of their portfolios. Find out more about our approach to investing here: https://lnkd.in/ehVQA5t8

Don’t try to second guess the markets. Investors attempting to buy low and sell high often hinder the overall performance of their portfolios. Find out more about our approach to investing here: https://lnkd.in/etPSY-PP

U.S. middle market performance remains consistent, with private equity backed companies showing solid revenue and earnings growth, according to the Golub Capital Altman Index. Middle market private companies grew earnings by 11% during the first two months of Q2 2024 and revenue grew 7% during the same period. Read more: https://okt.to/EodsUI #privatecredit #middlemarket #economy

Sharing Solidarity Investment Managers Q3 FY24 Quarterly letter to partners Summary messages.  • Performance remains healthy over rolling 5-year periods. TWRR last 5 years in Prudence is 20.5% vs 17.6% for BSE500TRI.   • Our companies have strong earnings compounding ahead. Over the long term, stock prices are slaves to Earnings growth. We don’t need to make portfolio changes to chase what is running faster at present.   • It continues to be a tricky period to deploy additional capital at sensible valuations without taking significant concentration risk.  

PE's rebound in 2024 hinges on exit environment On the back of its worst year in dealmaking since 2016, the US PE industry needs a snapback in exits to get the market rolling in 2024. Last year, PE capital deployment in the US dropped over 29% and total US exit value fell more than 26%, causing dry powder to swell to a record high. As traditional exit routes become clogged, PE investors, facing unfavorable valuations and an impending maturity wall, are ready for distributions to flow again. This 2023 Annual US PE Breakdown explores the factors that have held the industry back after two years of decline and how dealmaking could turn around in 2024.