This collection, examining how the capital
cycle approach to investing works, provides a reminder of how important (and rare) excellent capital allocators are.
Not exact matches
Fortunately, for those who don't have the time or inclination
to learn
investing concepts the TSP offers Life
Cycle funds, often referred
to as one - decision funds, that automatically change
to a more conservative mix as you
approach retirement.
These funds represent the next phase of sector
investing: using a factors - based
approach to target companies with the potential
to outperform their broader respective sectors over multiple market
cycles.
It would be interesting
to know your thoughts on why the «value
investing»
approach continues
to work across markets and
cycles.
In this edition, we feature a Business Insider summary of a recent Baupost letter, a summary of Guy Spier's
approach to using checklists, a video of Tom Russo's talk at Google on «Global Value
Investing», a ValueWalk article on Pzena Asset Management, an FT article on Steve Jobs which analyses the start - up conditions at Apple; plus two more videos at the end of this issue — one from Bill Miller on why he thinks now is the perfect time
to buy US stocks, the other from London Value Investor Conference speaker Jean - Marie Eveillard who speaks about market
cycles and the risks he sees ahead from «valuation problems» brought about by quantitative easing.
Mark Wesker (who is «uncompromising in his
approach») assisted Amerisur Resources, a company
investing in full -
cycle oil and gas initiatives in South America, on a cash box placing of new ordinary shares on the LSE
to raise $ 35m.