Investors beware – fairy tale investing is here
Are valuations of some stocks in fairy tale land?
London’s AIM market has performed strongly over the pandemic, materially outperforming the main UK stock market, which has now been the case for several years.
In this interview with Jeremy Naylor of IG markets, Chris Boxall, co-founder of specialist investment manager Fundamental Asset Management, discusses the performance of several companies whose shares have soared over recent months, and asks where they could go from here given the elevated valuations.
He also considers the unusual ’investing’ environment, where profit and return now appear to be of secondary importance to many investors as they seek out the next great idea.
Companies covered in the interview include:
Abcam (ABC)* 2 minutes 10 seconds
Codemasters (CDM)* 3:38
GB Group (GBG) 5:56
GlobalData (DATA) 8:21
Fairy tale valuation methodology and concept investing 10:30
D4t4 Solutions (D4T4) 11:56
Watkin Jones (WJG)* 14:26
Elixir International (ELIX)* 18:21
* Existing Fundamental portfolio holdings
You can find out more about Fundamental’s AIM portfolio service, including the latest fact sheets, from the link here.
Fundamental Asset Management has delivered exceptional investment returns for more than 16 years.