Justin Waine, Investment Director, Puma Investments, will be running through a comprehensive update on the very topical subject of value investing and the opportunities it can present.
Justin will discuss the Alternative Investment Market and views on value investing vs growth investing, including commentary on the market outlook. He will also touch on the effects of the current climate, a sample of companies and their performance along with soundbites that are useful for you and your clients when looking at investing in an AIM IHT portfolio.
Learning objectives:
• Define the value of dedication and experience in research and portfolio construction
• Recognise the approach to Value vs Growth investing and what that means
• Appreciate the impact COVID-19 has had on markets
Speaker bio:
Justin joined Puma Investments in June 2014 as Investment Director, managing Puma AIM IHT Portfolio Service, which seeks to mitigate inheritance tax through investing in a portfolio of AIM listed equities. In 2003, Justin joined Polar Capital Partners as fund Manager on its European Funds. This included managing a significant portion of the award-winning European Forager Fund; an absolute return fund focused on Pan-European small and mid-sized companies. He has over 17 years’ experience of analysing small and mid-sized companies