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Chart of the month

16 May 2020 - Growth investment style has outperformed Value investment style by a wide margin since 2015.  All the sexy future focused digitalization companies have left the traditional companies such as banks and industrials in the dust.


Stocks are forward looking so the implied message is Growth will grow earnings 6% p.a. towards 2040 and Value will grow 2% in the same time horizon. And Growth is discounted with 5%, while Value is discounted with 8%. 


Historical earnings growth for the two groupings is 6.4% for Growth and 4.4% for Value, so if Value is able to pick up pace of earnings growth (unlikely in a recession year, but possible going out of recession) the Growth investors need to pay attention.

Roadmap 2020, roadmap updates and insights

How AI will impact financial markets in 2020s

Welcome to Nordic Investment Partners

 

Nordic Investment Partners is a privately owned advisory and network platform.


Advisory and consultancy is provided on a very selective basis. Focus is on strategy clarification and business roadmap and then made into investor presentations and capital finding/ investor maintenance consultancy.

Investment advice is only available through  Advice Capital investment fund. 


On this website you find;

 

  • investment roadmap updates are complimentary on this web-page
  • Advice Capital Vision Fund introduction. More on www.advicecapital.eu
  • Nordic Value Investor Conference - a conference for sharing of investment ideas and themes forming the investment landscape

 

Feel free to reach out via the contact page

Roadmap 2020 update 1Q