Using PE nous to invest in public markets
InvestorDaily shares Adrian Warner’s thoughts from the Investment Magazine Equities Summit on applying a private equity investment model to public markets. Read the article here.
Market Insights
Barron’s: Charter Communications Could Pop By 100%
As featured in Barron’s, Christine Jurzenski discusses Avenir’s recent investment in Charter Communications, a US cable internet company, and her view of what’s next.
The Australian Financial Review: Worst day in seven months for ASX pierces euphoric mood
Adrian Warner comments on the recent fall in equity markets and his expectations of a reset.
InvestorDaily: Focus on value in a market ‘going nowhere’
Adrian Warner discusses why it’s important for investors to hold a concentrated portfolio of undervalued stocks
Constant Investor: Do performance fees boost performance?
Fees can be a powerful incentive, but only if done right
Constant Investor: Is short-termism destroying wealth?
That short-termism is growing only creates more opportunity for long-term
Constant Investor: What’s the most important tool for valuing a company?
Assessing debt and equity provides a more complete approach
The Australia Financial Review: Info-Hungry Fundy Hot-Wired
The free Google Alerts service is just one of the digital tools that Avenir Capital founder and chief investment officer Adrian Warner is employing.