Summary
Stock selection has rarely been as important as it is today. After a roaring decade for US markets and with signs of mania everywhere, the S&P 500 as over-priced as it has ever been.
But, there is better way. Superfluous Value is a contrarian, deep-dive into the markets forgotten by the 60/40 instos and indexing, momentum chasers. Where the hot money has long moved on, it leaves behind investments offering great safety and prospective returns.
I believe the 2020s will look diametrically opposite to the recent past, with Emerging Markets, the UK, Japan and commodities set to rip and I intend to be holding the best opportunities available as they do.
Please feel free to come along on the journey.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Developed World
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up