Welcome to PEGwatch, the new Slater Investments blog. Why PEG and why are we watching her? The her is an it, the PE/Growth ratio and it plays a central role when we sift through potential investments. High growth companies can look very impressive but with their high growth often goes a high PE multiple. Profits
Merryn talks to Mark Slater of the Slater Growth fund about why investors have abandoned the UK – and why they are wrong to have done so. Plus, he picks two of his favourite British stocks.
For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Growth Fund P unit class -11.55% +3.48% +16.76% +45.10% +472.32% Investment Association (IA) OE UK All Companies -17.74% -11.02% -4.91% +11.95% +135.38% *A unit class launched 30 March 2005 Overview The six months
Freedom is great but it also brings complications. Decisions, decisions. Pensions freedom means savers can put money in their pensions plans and only draw down the amount when they need it. Previously everyone was forced to buy an annuity on retirement. With interest rates nailed to the floor, this meant even large-seeming pension pots produced
For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Recovery Fund P unit class -4.87% +0.06% +21.08% +57.99% +425.04% Investment Association (IA) OE UK Equity Income -15.17% -9.31% -7.76% +5.90% +244.37% *A unit class launched 10 March 2003 Overview These were six
Veteran UK stock market investor made 35 times his money on a single stock in the financial crisis. This time those opportunities haven’t arisen.
The manager of the Slater Growth fund says what makes a great business is highly subjective, but in the words of former associate justice Potter Stewart, “I know it when I see it”.
Mark Slater, Chairman & CIO at Slater Investments talks to piworld’s Tamzin Freeman. Where we learn Mark is looking for companies that will give an investing return of 50-100% over 3-5 years. We get insights on how Mark analyses stocks to identify these compounders. Further, of course, he discusses how he’s handled CV19, plus many
