The More Experienced Investor

We detail investment principles, philosophies and strategies which have proven successful in aiding the creation of long term wealth.

Understanding the Influence of the Economic Environment

The valuation of assets (be they equities, bonds, property or even cash) is highly susceptible to the local and global economic environment.
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The Meaning of Risk

Generally defined as a hazard, danger or peril, the notion of risk when viewed in the context of investment, can take on different meanings.
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Investing for Growth

Critical to achieving your wealth objectives is the selection of an effective investment style. In this regard, the discerning stock picker often faces a choice between two schools of thought, namely 'value' and 'growth' investing.
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Vying for Value

Whilst the stock market offers open ended opportunity for wealth creation, possibly the most tried and tested technique is that of 'value' investing.
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What's in a P/E?

Critical to the process of stock selection irrespective of investment philosophy, is the identification of quality companies with attractive fundamental characteristics and a positive trading outlook.
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Mastering Fear and Greed

While investing in equities is far from an exact science, many successful money managers have advocated the importance of fundamental analysis in sound portfolio management.
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Market Tactics

Common to all investment styles should be an overall game plan, which incorporates clear criteria for stock selection and a disciplined monitoring process.
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Investment Knows No Frontiers

Constraints on choice within the Irish market (where 4 stocks account for over 60% of the ISEQ), coupled with a lack of liquidity in many second liners, would imply a compelling argument for international equities.
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Step out With Small Caps

Private clients have traditionally been more averse to investing in smaller companies, favouring blue chip names that provide superior liquidity and lower risk.
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Manipulating the Merger Mania

M & A can enhance the value of core businesses by accentuating the strengths of separate entities, whilst simultaneously benefiting from the elimination of uneconomic duplication.
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