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Investment Committee December 2020 and Year ahead

These are the key points and trade ideas discussed in our monthly investment committee: Our consensus view for the year ahead is for a less volatile 2021 in comparison with the extremely volatile 2020, spiked from the pandemic.
Our view is that we are in a Post Recession Point at the moment, with unemployment at high rates but falling.

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Selection of Value Stocks December 2020

In value investing we are focusing on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allow us to limit the universe of around 80K companies to just 60. Companies presented in this list are potential candidates for newly created equity portfolios or rebalancing existing ones. Such a portfolio has the potential to withstand pressures of the current economic environment.

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Selection of Value Stocks November 2020

These metrics limit the equities selection to companies with solid fundamentals and hence, potential to withstand pressures of the current economic environment amid the pandemic. We excluded sectors from our databases where value investing theory does not apply (e.g. financials, technology). We also exclude sectors where we see no room for over-performance and sectors with uncertainties in the short term due to second and third waves of covid-19 such as Airlines & Tourism. The lasting pandemic also creates room for further upside on Healthcare sector, therefore, it was added to our sectors.

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Selection of Value Stocks (October 2020)

In value investing we are looking for undervalued companies with strong balance sheets, trading significantly lower than their actual fundamentals. One of the most effective ways to identify such stocks is the Piotroski score. In this analysis we use Piotroski filter higher than 6.30, adding filters for P/E < 30, FCF yield on price and Net Debt/EBITDA.

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Selection of Value Stocks (September 2020)

In value investing we are looking for undervalued companies with strong balance sheets, trading significantly lower than their actual fundamentals. One of the most effective ways to identify such stocks is the Piotroski score. In this analysis we use Piotroski filter higher than 6.30, adding filters for P/E < 30, FCF yield on price and Net Debt/EBITDA.

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Professional real estate investing

Investors often show a preference towards investing in real estate rather than stocks, bonds and commodities, especially in the current economic environment.
In this post, we examine professional investments in real-estate through financial instruments.

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Traditional real estate investing

When someone thinks of investments in real estate, the first thing that comes to mind is to purchase a physical property with the expectation that prices will rise in the future and to enjoy the rent proceeds. This is the most conventional real-estate investment and despite the positives it also comes with a lot of downsides and obstacles for the investor.

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Selection of Value Stocks filtered for COVID-19

In the current pandemic world and markets turmoil, investors struggle to find shelter in any asset class. Predicting the duration of this virus-crisis is very hard and timing the market is a strategy that is rarely proven to be successful, especially in times of such ‘black-swan’ events.
This strategy aims to select value stocks performing better than the market index during the economic meltdown while at the same time showing potential to strive and outperform the market when the pandemic is contained.

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