Which investors and fund managers deserve more attention? Discover those “underfollowed” investors in Sunday’s Idea Brunch, Edwin Dorsey’s latest blog.
Petershill Partners – the holding company that Goldman Sachs wants to succeed
Petershill Partners is a newly IPOed specialist fund manager that is complex and opaque. It’s worth keeping an eye on, though, for that very reason.
The value of going against groupthink
Last week, I had no access to the Internet (and the world). This period off the grid sparked a whole series of thoughts on how independent thinking can make you thrive.
Loma Negra – the Argentinean value play with a p/e of 2
To find deep value, look at out-of-favour countries. Argentina’s Loma Negra has a dominant market position, a solid balance sheet, and the prospect of a >20% dividend yield.