Hola techdown,
yo lo tengo en cartera. Con su track record y las valoraciones de su cartera no entiendo como no se conoce más.
De su página WEB: Origin AM - Philosophy | Our approach to asset management
Our Philosophy
All the companies in which we invest will exhibit a balance of four characteristics which together drive future share price outperformance. Each characteristic is of equal importance. The four criteria we use to select stocks were not arrived at by data mining or by randomly testing thousands of factors; they are simply a codification of what we believe - based on our many years’ experience of equity investing - drives stock prices:
Positive Capital Management
Evidence that the company is managing its capital to create shareholder value: high and rising returns on invested capital, combined with the ability to reinvest surplus cash flow to grow the productive asset base.
Undervaluation
We employ discounted cash flow methodology to compare and contrast all competing investment ideas in our stock universe. We are looking for businesses where the market is undervaluing the current value of future cash flows.
Earnings Revisions
We favour companies with strong, positive and consistent profit forecast upgrades, where revisions are broadly based amongst the analytical community, with low dispersion amongst estimates.
Share Price Trend
We favour companies with an established and rising share price trend, which is supported by a high degree of price ‘energy’ and which is not about to hit any resistance points.
Ideal Stock
We select stocks solely on the basis of these four clearly defined and measurable criteria, which are of equal importance to us. Stocks that most closely resemble our ideal company on the balance of all four criteria will be included in the portfolio.
RENTABILIDADES:
Supera a su índice ACWI y aporta alfa:
Muy diversificado por estilos:
Valoraciones de las acciones en cartera muy interesantes:
Sesgo cíclico:
Sesgo USA pero repartido tipo ACWI:
Cartera amplia y diversificada, con ponderaciones pequeñas:
Patrimonio de solo 44M USD y TER de solo 1%
Que les parece?
Añado a @camacho113 y @Manolok como expertos en el tema