Wealhouse Capital Management’s Post

✍ Dropping another new TMJ Blog ✍ Last week saw the surprising return to the spotlight of controversial former Fund Manager Neil Woodford, as he launched his new website and blog, Woodford Views. Woodford became infamous when his Equity Income Fund was forced to close in 2019, causing huge financial distress for thousands of retail investors. So why is he launching himself back into the public sphere now? TMJ gives you the lowdown... 💹 #woodfordviews #retailinvestors #fundmanagement #moneyblog #personalfinance

Good Morning, Stan Druckenmiller is one of the greatest investors of all time. Duquesne Capital Management averaged an annual return of 30% from 1986 to 2010. Druckenmiller closed this fund in 2010, but he didn't stop investing. Today, he runs the Duquesne #FamilyOffice with a reported ~$4B in assets. So what strategy has Stan leveraged to produce such an outstanding return all these years? He's a discretionary yet disciplined 𝒑𝒐𝒔𝒊𝒕𝒊𝒐𝒏 𝒕𝒓𝒂𝒅𝒆𝒓 that focuses on: 𝐑𝐢𝐬𝐤 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Druckenmiller emphasizes the importance of risk management in investing. He is known for his ability to cut losses quickly and not let emotions dictate his decisions. This discipline has allowed him to preserve capital during downturns and take advantage of opportunities when conditions improve. 𝐌𝐚𝐜𝐫𝐨 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞: Druckenmiller is a macro investor, meaning he takes into account broad economic trends, geopolitical events, and policy decisions when making investment choices. This macro perspective has enabled him to identify and capitalize on major market movements. 𝐀𝐝𝐚𝐩𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲: One of Druckenmiller's strengths is his ability to adapt to changing market conditions. He doesn't rely on a single investment style or strategy but instead is flexible and willing to change his approach as needed. This adaptability has been crucial to his long-term success. 𝐂𝐨𝐧𝐯𝐢𝐜𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐧𝐜𝐞𝐧𝐭𝐫𝐚𝐭𝐢𝐨𝐧: Druckenmiller is known for making high-conviction bets. When he has strong belief in an investment, he is willing to allocate a significant portion of his portfolio to it. This approach can lead to outsized gains when he is correct. 𝐅𝐨𝐜𝐮𝐬 𝐨𝐧 𝐋𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲: Druckenmiller prefers investments that are liquid, allowing him to quickly enter or exit positions as market conditions change. This focus on liquidity helps him manage risk and take advantage of opportunities in a timely manner. This is not to say that all position traders will experience the same success Stan has, but to say that if you want to outperform, you'll need to ensure you're equipped with the right strategy to begin with. I'll leave you with one of Stan's finest below.

Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: https://lnkd.in/eRwyZKN5 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning We are an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. If you use an alternative trading name you must state underneath this wording: (trading style name) is a trading name of (full trading name) eg, Michael Edwards Financial is the trading name of Michael Edwards Wealth Management Ltd) SJP Approved 04/04/2024

In recent years, there has been an observable increase in interest from experienced, high net worth investors in private markets, with this movement influenced, in part, by a decrease in public company listings as well as a desire to diversify investment portfolios in the face of broader market volatility. Victoria McGurran, Director of Private Client Relations at Maven, explores the rising profile of these asset classes. Once primarily the domain of institutional investors, alternative investments such as private equity and real estate are now recognised for their potential to provide a hedge against volatility, enhance portfolio resilience, and offer opportunities for improved returns. Read Victoria’s article in full here: https://hubs.ly/Q02C18v-0 #InvestmentTrends #AlternativeAssets #PrivateMarkets #FinancialResilience Alternative investments are typically only suitable for experienced investors who are able to evaluate and understand the risks and merits of such investment. They are also only suitable for investors who have the resources to bear any loss that may result from such investments.

Australian small caps have been performing strongly, which has increased interest in the asset class - but are all small caps created equal? The ICE Investors team thinks not. Many fund managers are suggesting small caps are undervalued relative to large caps. Ice Investors bespoke research shows there are many attractive investments in small caps right now, however “not all small caps are created equal”. 👉🏻 Join Callum Burns and Mason Willoughby-Thomas for an enlightening presentation on the intricacies of the small-cap market in Australia. Gain insight into the opportunities and risks within the small-cap market - Callum and Mason will share their proprietary research aimed at uncovering the potential within small caps. Choose from two convenient sessions: 📆 Wednesday 20 March at 11am or 📆 Tuesday 26 March at 11am Head here to register for the date that suits you 🔗 https://bit.ly/3VfPLed As always, there will be a Q&A session after the presentation, and you can submit your questions at any time during the webinar or before by using the link below. CPD point certificates will also be available to live attendees. We look forward to seeing you there! #sghiscock #icefund #iceinvestors

Josh McCathie, manager of the VT Downing Small & Mid-Cap Income Fund, compares the total returns of various equity indexes over the last 20 years. Many investors do not appreciate that the FTSE 250 is the best performing index over that period, significantly outperforming the mighty S&P 500 by almost 20%. Josh believes this part of the UK market will continue to offer compelling risk-adjusted returns potential and concludes that those who keep the faith will be well rewarded. #Downing #Investing #FTSE250 #Diversification #MarketInsights #UK

Another Star fund manager hits the buffers. More & more investors are waking up to the flaws in concentrated stock portfolios with high costs. Woodford veered off course. Why take the risk? Another reminder of the flaws in Active fund management. 🎲⚠️⛔️High returns……..but only for the Management. That’s why Hamnett Wealth have an evidenced based investment philosophy for our portfolios. Fail to plan, plan to fail. 💷 Time for a review? #diversification #costsmatter #money #wealth

In the race for superior returns, Joshua McCathie of Downing Fund Managers, reveals a surprising underdog victory: the FTSE 250 outperformed the S&P 500 by nearly 20% over the past 20 years* on a total return basis, debunking common investor biases.  Despite a challenging period post 2016, the resilience and potential of the UK market, especially within smaller and mid-cap segments, shine through. McCathie's analysis suggests a bright future for those invested in the FTSE 250, with the potential for rewarding risk-adjusted returns. A compelling reminder to diversify and look beyond the usual giants for good investment opportunities.  Read the insight here: https://lnkd.in/e4ZVQ6yi *Source: Downing Fund Managers & FE Analytics, 31 December 2003 to 31 December 2023    Capital at risk. Returns are not guaranteed.  #Investing #FTSE250 #MarketInsights #Diversification 

Improving on traditional #bond funds, target maturity bond funds have been growing in popularity. Existing offerings provide broad #diversification, professional management, and regular #income, but don't feature a fixed maturity date. Guardian Capital Group’s new suite of GuardBond ETFs provide exposure to a diversified #portfolio of Canadian-dollar denominated investment grade bonds with defined maturity dates. Our latest ETF Market article highlights how these new ETFs work: https://lnkd.in/gcS9GKpK   Cboe Canada lists and trades the Guardan Capital LP’s GuardBonds ETFs: $GBFA: GUARDBONDS 2024 INVESTMENT GRADE BOND FUND - https://lnkd.in/gQm6F9ds $GBFB: GUARDBONDS 2025 INVESTMENT GRADE BOND FUND - https://lnkd.in/g4-biZVc $GBFC: GUARDBONDS 2026 INVESTMENT GRADE BOND FUND - https://lnkd.in/g-mv3h-W $GBFD: GUARDBONDS 2027 INVESTMENT GRADE BOND FUND - https://lnkd.in/gDQ55u3W $GBLF: GUARDBONDS 1-3 YEAR LADDERED INVESTMENT GRADE BOND FUND - https://lnkd.in/gUJypMGF   For more information on Guardan Capital LP’s GuardBonds Suite, please visit: https://lnkd.in/gvHtg47c For FREE institutional-grade data on all Canadian-listed ETFs, up-to-date market commentary, and access to a powerful screener for comparing ETFs, visit www.ETFMarket.ca, the premier source for Canadian ETF Intelligence, powered by Cboe Canada and Trackinsight. #ETF #Business #investing #bonds #targetdate #investmentgrade #economy #corporatebonds #innovation #portfoliostrategy #etfinvesting #investors #advisors #CboeListed #activelymanaged   Saqib Khokhar Erik Sloane Rosie Rubie Robert J. M. Jos Schmitt Joacim Wiklander Igor Cvetkovic Mike Stein Marcus Schlechta Steve Watson Bryan Blake Adam Inzirillo Cboe Global Markets

Did you attend our recent ICE Investors webinar with Callum Burns and Mason Willoughby-Thomas, CFA? If you missed out, our second session is happening soon, and there is still time to register 👌🏻 Many fund managers are suggesting small caps are undervalued relative to large caps. Ice Investors bespoke research shows there are many attractive investments in small caps right now, however “not all small caps are created equal”. 👉🏻 Join Callum Burns and Mason Willoughby-Thomas for an enlightening presentation on the intricacies of the small-cap market in Australia. Gain insight into the opportunities and risks within the small-cap market - Callum and Mason will share their proprietary research aimed at uncovering the potential within small caps. 📆 Tuesday 26 March ⏰ Starts at 11am Head here to register 🔗 https://bit.ly/3VmBGvo As always, there will be a Q&A session after the presentation, and you can submit your questions at any time during the webinar or before by using the link below. CPD point certificates will also be available to live attendees. We look forward to seeing you there! #sghiscock #icefund #iceinvestors