The Covid-19 pandemic saw a temporary ceasefire from activist investors as they stepped back and allowed businesses to adjust to the acute turmoil. But now that the dust has somewhat settled, activists are once again setting their sights on companies they believe are undervalued or mismanaged – two qualities that …
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Equities enjoyed a good second quarter, with the FTSE 350 rising 20 per cent. You’d expect, therefore, that high beta stocks (those most sensitive to moves in the aggregate market) would have done well. And they have. My portfolio of them rose 41.2 per cent in the quarter, thanks in …
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One of the plans when the Ideas Farm was launched a couple of months ago was to keep improving these pages as we went. Readers who have found it useful to know the top positions of the best-performing funds in given sectors may notice one such improvement this week in …
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Momentum investing has begun to pay off again. In the second quarter my no-thought momentum portfolio (which comprises the 20 biggest rising stocks in the 12 months to March) rose by 4.3 per cent. In itself, this is only slight outperformance of the FTSE 350. But it is significant. Last …
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