Market Insights

May 2020

As a Future Generation Global fund manager, Avenir Capital is proud to take part in the Future Generation Virtual Investment Forum, sharing Infineon Technologies as our stock pick.

April 2020

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

April 2020

Recently in Barrons, Christine Jurzenski shares her insights on Live Nation Entertainment (NYSE: LYV), a large vertically integrated entertainment business currently trading at a discount due to the COVID-19 pandemic.

March 2020

Adrian Warner discusses the recent volatility in global equity markets and why it pays to keep an eye on the longer term when making investment decisions.

December 2019

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

December 2019

Adrian Warner discusses Cigna, a US health insurance company, with Livewire and considerations for 2020.

November 2019

On Livewire, Curtis Cifuentes discusses the impacts of events taking place in Hong Kong and how markets are considering this.

October 2019

In this Livewire article, Curtis Cifuentes shares his outlook on Infineon, a unique power semiconductor manufacturer with a significant electric vehicle opportunity.

September 2019

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

August 2019

In this Livewire article, Adrian Warner highlights why all the recent ‘noise’ around the inverted yield curve shouldn’t distract investors from a long term view.

June 2019

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

May 2019

Adrian Warner presented General Motors at the Future Generation Investment Forum, watch to find out why Avenir thinks there is real value in this company (1:04).

March 2019

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

March 2019

Christine Jurzenski shares her outlook for the 110 year old General Motors (NYSE: GM), who have been quietly shifting gears since their re-emergence from bankruptcy in 2010.

December 2018

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

December 2018

In this Livewire Exclusive, Adrian Warner discusses a quality hospital operator he invested in at half the valuation of Healthscope.

November 2018

In this Livewire Exclusive, Adrian shares a listed stock that has the monopolisitic position in this secular growth market.

November 2018

In this CNBC interview, Adrian Warner discusses the FAANG stocks which once were considered untouchable and the challenges they are facing today.

November 2018

In this Livewire Exclusive, Adrian Warner outlines the key long-term headwinds for the market and a strategy to tackle them.

October 2018

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

October 2018

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

August 2018

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

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.

November 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.

October 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.

May 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.

February 2017

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

November 2016

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

August 2016

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

May 2016

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