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In this short video, Alastair and Steve Woolley, Portfolio Manager of the Investec Global Special Situations Fund, reveal some of the questions they ask themselves as they seek to avoid value traps across their portfolios.
From Fallen Angels to Deep Value, Alastair and Alessandro explain the five categories, or ‘buckets’ they use when categorising the out-of-favour companies they seek for their Value portfolios.
Total returns consist of yield (the dividends or coupons of equities and bonds) and capital appreciation (the change in the price of those assets). Over the long term and across asset classes, income has proven to be the most important, and dependable, component of total returns. Much like a trusted engine.
We are at that point of the investment cycle where as a value investor one feels that people are being exceptionally nice to you as some sort of compensation for your extraordinarily poor career choice.
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