Value Investing - The outlook for alternatives

Presented by

Justin Waine, Investment Director, Puma Investments UK

About this talk

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
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (125)
Subscribers (24495)
We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.