The Value Perspective
The Value Perspective is an extensive resource for providing information on 'value investing' in UK equities. Value investing is a proven, long-term approach which focuses on exploiting swings in stockmarket sentiment, targeting companies which are valued at less than their true worth and waiting for a correction. We aims to share the thoughts, opinions and passions of three experts in this field, along with independent commentators, providing greater insight into this often poorly understood area of UK equity investing.
The Value Perspective News
-
NEWEmotional rollercoaster18 May 2012
The primary reason for media companies' existence is not, as some people continue to believe, to provide information but, rather, to encourage us to buy their newspapers and magazines, visit their websites and so on.
-
NEWChorus of mis-approval17 May 2012
One of the more striking aspects about the potential billion-dollar acquisitions recently announced by UK drugs giants AstraZeneca and GlaxoSmithKline, which we discuss in more detail in Missed bargains, was the universally positive welcome they received from analysts and brokers – the so-called ‘sell-side community’.
-
The core of the problem
15 May 2012
The market tends to take what it wants to from corporate results and nowhere is that more evident now than in the banking sector.
-
The same boat
11 May 2012
Housebuilder Redrow's intention to issue new shares and raise £80m to fund its expansion plans raises a number of noteworthy points for investors - one relates to what the money is to be used for, which is to buy land in both the regions of the UK and in the capital.
-
Every cloud
10 May 2012
A day can be a long time when it is raining solidly but the flood threats and general misery resulting from the wettest April since records began in 1910, have done much to obscure a broader fact.
-
Missed bargains
4 May 2012
AstraZeneca and GlaxoSmithKline, the two giants of the UK pharmaceutical sector, recently announced details of a proposed billion-dollar deal each.
-
Big Apple
3 May 2012
Despite ‘The NASDAQ’ traditionally being associated with the technology sector, the NASDAQ Composite index is home to more than 2,500 US-based and international stocks across a broad base of sectors and, by the claim of its owner, is “one of the most widely followed and quoted major market indices”.
-
Default lines
27 Apr 2012
We are now five years on from the start of the financial crisis and, as such, can reasonably begin to form a judgement on the performance of companies and, in particular, on corporate default rates across the downturn.
-
Tax benefit
25 Apr 2012
Company reporting season recently drew to a close, with full-year results for 2011 confirming strong dividend growth in the UK.
-
The devil inside
20 Apr 2012
Talking to other investors we are often struck by all the different ways they have of defining risk. Many people like to be scientific and try to quantify risk, which is obviously a worthy aim but one that is made very difficult by the concurrent desire to keep things simple - to boil risk down to a nice single and preferably round number.
Latest video
Sign up for updates
Like what you see?
If you've been bitten by the value investing bug and want to hear more from The Value Perspective Team, sign up now to receive all the latest articles and commentary straight into your inbox, no extra effort involved.
The views and opinions displayed on this website are those of Kevin Murphy, Nick Kirrage and Andrew Lyddon, members of the Schroder UK Specialist Value Team (the Value Perspective Team), and other independent commentators where stated. They do not necessarily represent views expressed or reflected in other Schroders' communications, strategies or funds. The Team has expressed its own views and opinions on this website and these may change. This item is intended to be for information purposes only and it is not intended as promotional material in any respect. Reliance should not be placed on the views and information on the website when taking individual investment and/or strategic decisions.
Issued by Schroder Investments Ltd. Company reg number 2015527. 31 Gresham Street, London EC2V 7QA, which is authorised and regulated by the Financial Services Authority.
© Copyright 2012