Market Insights

October 2018

Adrian Warner discusses how smaller investment teams and concentrated portfolios can outperform.

August 2018
Fund in Focus
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Adrian Warner presents Avenir’s investment philosophy and how stocks are selected using a private equity based approach.

August 2018

Read our quarterly commentary which includes market insights and portfolio updates.

July 2018

Bloomberg includes Christine Jurzenski’s views on Charter Communications in their 'Picks From the Buy Side'.

July 2018

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.

July 2018

Avenir share their investment case for Clear Media, a Chinese advertising company.

June 2018

At Livewire Live 2018, Adrian Warner presented ‘The art and science of concentrated investing’ using a stock example that has more than doubled, and that he thinks could have 70% further upside.

June 2018

Avenir discuss how Charter Communications (NASDAQ: CHTR) has built a formidable economic moat as a toll-road of the internet and cloud era.

May 2018

Adrian Warner presented HCA Healthcare at the London Value Investor Conference 2018. See the conference note for an overview of Adrian’s presentation.

March 2018

Read our quarterly commentary which includes market insights and portfolio updates.

March 2018

Adrian Warner shares his thoughts on the recent stock market volatility, approaches to risk and opportunities for investors today with Livewire.

December 2017

Read our quarterly commentary which includes market insights and portfolio updates.

December 2017

In an interview with ValueWalk, Adrian Warner discusses his strategy, preferred markets and two stock ideas.

December 2017

Adrian Warner presented at the Asian Value Investor Conference, his presentation featuring HCA is available here.

November 2017

Adrian Warner shares his thoughts with Chris Cuffe

September 2017

Read our quarterly commentary which includes market insights and portfolio updates.

August 2017

Modern financial theory says that diversification will reduce risk, Adrian Warner discusses this with Livewire.

August 2017

Adrian Warner speaks to Livewire about a ‘diamond in the rough’ which is transforming rapidly.

July 2017

Fees can be a powerful incentive but only if done right, Adrian Warner discusses this with The Constant Investor.

June 2017

Read our quarterly commentary which includes market insights and portfolio updates.

June 2017

Adrian Warner discusses short-termism and this growing creates more opportunity for long-term

May 2017

Adrian Warner discusses how assessing debt and equity provides a more complete approach

May 2017

Watch Adrian Warner’s presentation from the 2017 Future Generation Investment Forum (1:49:45).

May 2017

Adrian Warner presented the Nexstar Media case study at the 2017 Future Generation Investment Forum.

March 2017

Read our quarterly commentary which includes market insights and portfolio updates.

December 2016

Read our quarterly commentary which includes market insights and portfolio updates.

September 2016

Read our quarterly commentary which includes market insights and portfolio updates.

June 2016

Read our quarterly commentary which includes market insights and portfolio updates.