Buy - sell discipline



05FEB 2019

How value can help prepare for the ‘Brexit test’ – whatever it may be

How we have been preparing our portfolios for whatever Brexit brings has, unsurprisingly, been a question we have fielded with increasing regularity in recent months and years, here on The Value Perspective



11OCT 2018


The one-word secret of the greatest investor you’ve never heard of

After seven very successful decades managing money, one of Warren Buffett’s heroes concluded that the secret of long-term investing could be summed up in a single word

04OCT 2018


Why patience is a virtue in table-tennis and investment

In common with one of the most successful players in women’s table tennis, we know that a highly disciplined and patient approach is crucial to achieving success in what we do


17JUL 2018


What makes us want to buy into a business?

Of the hundreds of businesses we have analysed over the last 12 months, only a dozen or so have ended up making it into our portfolios. Here we explain how we decided one stock had made the grade


21JUN 2018


Is ‘off-peaking’ a millennial take on value investing?

As the UK’s millennials strive to make their money go further, a new trend is beginning to emerge that bears more than a passing resemblance to the basics of value investing


15MAY 2018


The value investing guide to keeping calm and carrying on

When markets turn against them, value investors can fall back on a set of disciplines that should assist a calmer discussion of the situation and a cooler analysis of what to do – and not to do – next

04MAY 2018


Portfolio turnover is more than a question of cost

High portfolio turnover is increasingly being criticised in the context of what it costs investors but there is another, less discussed issue – simple maths suggests fund managers with high turnover are also less choosy


01MAR 2018


Analysts’ enthusiasm for a stock may not match its returns

A simple experiment by a stockbroker that tracked how analyst recommendations fared over the course of 2017 once again underlines why investors are better off doing their own company research