Compound的动态

Curious about the future of alternative investments? Our latest article offers a high-level overview of what 2025 might hold for different asset classes and regions. It's the perfect starting point for anyone looking to get a grasp on the evolving landscape of private equity, private debt, real estate, and hedge funds across the globe. Join the conversation and start shaping your investment strategies for the coming years. #AlternativeInvestments #MarketInsights #InvestmentStrategy Learn more: https://lnkd.in/eywf9m3h

If you missed our Growth Vs Value debate or would like to watch it, you can access the recording below! In this fascinating debate about whether value or growth is likely to outperform from here, Andrew Dale of ECP Asset Management represents growth investing, while Steve Johnson of Forager Funds Management goes into bat for value investing. Just when you thought this discussion couldn’t be any more engaging, throw into the mix that it will be moderated by Roger Montgomery, the founder of Montgomery Investment Management, and one of Australia’s most respected investors. Click the link here to view: https://lnkd.in/gyJN8fVv

The Birth and Evolution of Value Investing https://hubs.la/Q02lW9R30

Delve into the rich history and enduring relevance of value investing in our article, "The Birth and Evolution of Value Investing." Originating from the collaborative efforts of Benjamin Graham and David Dodd during the 1920s, this investment strategy is rooted in the concept of acquiring assets at a price below their intrinsic value—a principle that remains as pertinent today as it was nearly a century ago. Discover how Warren Buffett, profoundly influenced by Graham's teachings, further refined and popularized value investing by honing in on exceptional companies boasting enduring competitive advantages. For a comprehensive exploration of financial strategy and investment wisdom, delve into the full article:

While investors have more data at their disposal than ever before, making the right investment decision takes more than just crunching numbers. Investors must also understand the psychology of the market—as well as their own impulses—to help sharpen their rational decision-making process. To learn more about behavioral finance click below for a Q&A with Michael Mauboussin, head of research for Counterpoint Global, a growth-oriented global equity investment fund from Morgan Stanley Investment Management. #MorganStanley #Investing #BehavioralFinance #TheJuddGroup

Delve into the rich history and enduring relevance of value investing in our article, "The Birth and Evolution of Value Investing." Originating from the collaborative efforts of Benjamin Graham and David Dodd during the 1920s, this investment strategy is rooted in the concept of acquiring assets at a price below their intrinsic value—a principle that remains as pertinent today as it was nearly a century ago. Discover how Warren Buffett, profoundly influenced by Graham's teachings, further refined and popularized value investing by honing in on exceptional companies boasting enduring competitive advantages. For a comprehensive exploration of financial strategy and investment wisdom, delve into the full article:

While investors have more data at their disposal than ever before, making the right investment decision takes more than just crunching numbers. Investors must also understand the psychology of the market—as well as their own impulses—to help sharpen their rational decision-making process. To learn more about behavioral finance click below for a Q&A with Michael Mauboussin, head of research for Counterpoint Global, a growth-oriented global equity investment fund from Morgan Stanley Investment Management. #MorganStanley #Investing #BehavioralFinance #TheSartoriMoralesGroup

What is the 8:4:3 Rule? Understand it before starting an investment. The 8:4:3 rule is a time-tested strategy designed to help investors visualise the growth of their mutual fund investments. This rule is based on the principle of compounding interest and suggests that if you invest in a mutual fund with a 12% annual return, your investment will double approximately every 8 years. After the first doubling, it will double again in the next 4 years, and then a final time in the subsequent 3 years. Applying the 8:4:3 rule means that your mutual fund investment will quadruple over 15 years and increase eightfold in 21 years. This approach highlights the potential of compounding over time, offering a clear path to substantial growth. #investment

Interesting conversation about the 60/40 portfolio! The 60/40 balanced portfolio has been a key investment strategy for years. As rates have risen, the effectiveness of the structure has come into question. The traditional approach can still provide opportunities for investors is discussed here.

In the latest commentary, the Astute Investment Management team reflect on the first quarter of 2024. In addition to current conviction views and changes made in the fund, the commentary covers recent client seminars, The Magnificent 7, Nvidia, and the price of cocoa. ?? You can read the quarterly commentary below. Scott Osborne, CFA, PhD Nathan Chan, CFA Toby Hulse Hannah Owen