Day 2 of the investing summit, Stuart along with 5 other exceptional speakers will discuss confidence and learning from the best, giving short and to-the-point interviews on investment processes, tools & techniques
You can still invite your friends and colleagues to join us and unlock complimentary access to the summit via this link: http://howthebestinvest.expert
I’m really happy to announce that I’ll be speaking at The Best Investing Tools & Techniques Summit, from 30th September – 2nd October 2020. The summit allows you to get insights and learn from the deep expertise of 18 speakers, specializing in quantitative finance, value investing and neuroscience.
- A three day online investing summit
- Short, to the point interviews on investment processes, tools & techniques
- Free to watch from 30th September – 2nd October 2020
- Learn from some of the best investing minds in the world, based on the investing principles outlined in How the Best Invest
Register at howthebestinvest.expert
Despite its troubles, Germany may have something to teach the rest of the world. Its export-driven economy, the world’s fourth largest, was shaky even before the coronavirus appeared, and questions swirl around the stability of its government.
Click here for full article
For decades, there has been debate over whether the UK should be a part of the European Union (and, previously, the European Economic Community). To close this debate “once and for all,” Prime Minister David Cameron committed to and called a referendum on the UK’s membership in the EU in June 2016.
Click here for full article
Not long ago green activists were dismissed as ‘fringe’. Now they drive the political agenda. The €7 trillion Green Deal and ‘being green’ have become an essential part of what it is to be European. Whilst America has driven much of the technological innovation of the last twenty years, the focus may now be returning to a Europe at the cutting edge of the green revolution.
We are surprised by how the market is failing to grasp the impact of the latest mobile telephony technology standard, 5G. We see analysts repeatedly forced to increase earnings estimates on guidance from management, instead of accurately estimating for themselves the impact. We, as investors, have devoted considerable time trying to understand how the technology will change our everyday lives and the ways that business will operate.
With activity in Europe and the US coming to a standstill our key short term worry has been the resilience of our companies in these unprecedented times.
Firstly, and most importantly, I hope that this latest instalment in our series of insights from our conversations with company management teams, finds you and your families safe and in good health. All of us at S W Mitchell Capital are fine, are safely working from home with de minimis business interruption and all feel bizarrely energised by this terrible disruption to our daily routines.
As is always the case, January has been a month full of meetings with companies. This January the seven of us on the Investment Team have seen over 200 companies in 12 countries (France, Spain, Italy, Portugal, Norway, Sweden, Denmark, Finland, Germany, Austria, Switzerland and the UK). These have crossed the full range of sectors; both domestic and international companies; value and growth stories; large and small cap.
We are a focused single-strategy firm, specialising in all cap, long only European equities.
We manage a UCITS fund as well as separately managed accounts for a broad range of institutional clients.
For month end newsletters and further information, please visit the Funds page.
Please note that daily performance of our UCITS funds is posted to various third parties.