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.”
For investors, spinoffs—turning a division into a publicly traded company by issuing newly created stock—can unlock value.
Bad news travels fast. The events of the past week are not giving investors much to be cheerful about: from sky-high inflation (breaking records in the USA and the Eurozone), to expected interest rate hikes in Europe.
Spanish sports have enormous potential for attracting international capital. However, investment in the industry is still small in comparison with other European countries, and there is still much work to be done.
MAPFRE AM had a good year in 2021. The insurance group fund manager reported net earnings of 36 million euros in 2021, up 24% on the previous year.
MAPFRE Inversión, the MAPFRE business area that encompasses the Group's investment services for its customers, led the ranking by fees of Spanish investment companies in 2021 with €17.12 million.
Jonathan Boyar, CEO at Boyar Value Group, interviews Dotdash Meredith’s Chief executive Officer Neil Vogel, the head of the largest digital and print publisher in America.
Sports are probably the most overlooked thematic investment globally. In the catalog of different fund managers, we find funds specialized in robotization, artificial intelligence, population pyramids, etc., but not a trace of sports.
In our central scenario in Europe, with high inflation and moderate growth (after the Russia-Ukraine conflict), we believe it is a good time to start considering investing in banks after the sharp falls in the stock market experienced by the sector.