Jonathan Boyar, Principal of The Boyar Value Group and advisor to the MAPFRE US Forgotten Value fund, tells his clients in his quarterly letter what we can expect in the financial markets between now and the end of the year. It seems that the worst of the sell-off is behind us and he highlights the attractiveness of small caps in the US market.
The U.S. midterm elections took place on November 8, and though not all the votes have been tallied, the Republican “wave” that some in the GOP predicted does not appear to have materialized.
Una guerra que no termina, una inflación desbocada y una economía a punto de entrar en recesión. En este escenario, parece complicado lanzar un mensaje optimista para los inversores.
The quarter began with sharp upturns on both sides of the Atlantic, after a very trying September (the Down Jones and S&P recorded their worst month since 2002).
@MapfreSeptember was a month that most investors would like to forget, with the S&P 500 down 9.34%, the NASDAQ 100 declining by 10.6%, and the Russell 2000 falling by 9.73%. Global investors were not spared, either, with the FTSE 100 down 5.23%, the Euro Stoxx 50...
Yet Mark and Jon Boyar — respectively, the founder, and a principal — of Boyar Value Group, aren’t wasting time debating bear or bull, recession or no.
With the summer coming to an end, meetings and releases of macroeconomic data on both sides of the Atlantic are again the main focus.
Thursday at 11:59 pm is the deadline for professional soccer clubs in Spain to sign new players. That means it’s a good time to ask ourselves whether we, as investors, could learn something from athletic directors and vice versa.
There are many ways to approach value investing. One, according to Boyar Value Group CEO Jonathan Boyar, is through the search for high-quality companies that “sell at a significant discount to what a buyer pays and have a catalyst for capital appreciation.”