Screening the Silk Road: Q3 2021 All Cap Screening - Free Cashflow (FCF)

Notes from the Silk Road: Setting Out Our Small-Mid Cap Lemonade Stand

Screening the Silk Road: (Small) Mid Cap Free Cash Flow

Screening the Silk Road: Q1 2021 High Risk Names to Avoid

Screening the Silk Road: (Small-)Mid Cap Free Cash Flow

Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<p>Growth as a style has been the “norm” for years, is the “norm” about to end? The continued strategies by Central Bank’s towards a “<em>lower for longer stance around interest rates</em>”, extended the underperformance of value for most of 2020. However, with the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review. </p>

Growth as a style has been the “norm” for years, is the “norm” about to end? The continued strategies by Central Bank’s towards a “lower for longer stance around interest rates”, extended the underperformance of value for most of 2020. However, with the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review. 

China Maple Leaf Educational Systems (1317 HK)

China National Building Material (3323 HK)

Powerlong Commercial Management Holdings (9909 HK)

Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)