INSIGHTS

News

  • [Value Insights]

26.09.22 – People have a tendency to exaggerate. This applies to investments in the capital markets just as it applies to many other areas of life. One example is the longstanding, exaggerated demand for growth stocks that the market saw in times of no interest rates and no inflation. That bubble has now burst as it was driven by unrealistic growth expectations by many market participants...

  • [Value Insights]

24.08.22 – This quarter continues a period of multiple uncertainties and imponderables in the market. [...] In the following, we discuss the three predominant topics for investors, which are rising inflation, rising interest rates and high factor dispersion...

  • [Value Insights]

22.05.22 – Funds generally perform better than their investors. This is because they often only get involved when things are going well - which is too late to achieve good results in the long term. Therefore, investors should adopt principles that help them protect themselves from themselves when making long-term investment decisions...

  • [Value Insights]

22.04.22 – Correctly forecasting the market direction in the short term remains a challenge that very few can master on a regular basis. The resulting over- or underreaction is the result the market being driven by humans, who act emotionally. This is especially true when confronted with uncertainties or herd instinct...

  • [Video]

21.02.22 – We are very pleased that Goran Vasiljevic was invited to Brown University's Virtual Value Investing Q&A Speaker Series earlier this year.

  • [Value Insights]

18.01.22 – It has been almost twelve months since my last Value Insights. We have had a year to forget and with many lessons for the future and unfortunately we are still struggling with the ongoing effects of the Covid-19 pandemic. Mentally, physically and emotionally, the last 24 months have been a constant challenge, but also an opportunity for growth...

  • [Video]

01.10.21 – Goran Vasiljevic, our Chief Investment Officer, presented the topic: “Identifying Value – Focus on Facts not Fiction” at the Ben Graham Centre’s 1st European Value Investing Conference.

  • [Value Insights]

15.01.21 – Professionally and personally 2021 will be one of the most unique years in our lifetimes. We have arrived at it after witnessing market volatility last seen almost 100 years ago...

  • [Value Insights]

10.07.20 – The year 2020 has been nothing short of astonishing and the transpired events in the 1H 2020 will potentially change our society forever. The ongoing pandemic, ...

  • [Value Insights]

09.04.20 – In principle, value investing aims to exploit exaggerations and misjudgments of the market. One of their causes is that investors extrapolate positive as well as negative news too far into the future ...

We use cookies on our website. Some of them are essential, while others help us improve this website and your experience. More information about the Privacy Policy
Change settings

Information regarding limited distribution

The English translation is only for the purpose of convenience.

The information on this website is not intended for people and companies located in regions where Lingohr Asset Management GmbH is not authorized to advertise or sell products or offer services. In particular, this information is not intended for distribution in the United States of America (USA), for citizens of the USA or for persons resident or domiciled in the USA or persons acting on their behalf. The content shown is for informational purposes only. In particular, it does not constitute an offer to sell, purchase or subscribe to other assets. In the event that a person, whose residence or office is located abroad, is able to access the website of Lingohr Asset Management GmbH and the information contained within, Lingohr Asset Management GmbH does not accept any guarantee or liability that the information contained complies with the relevant applicable legal provisions of the respective country.

Information regarding usage

The English translation is only for the purpose of convenience.

The use of the Insights page of Lingohr Asset Management GmbH is only permitted for institutional investors. The information provided in this area will be treated confidentially and is only intended for authorised third parties. The obligation to maintain confidentiality does not apply to information that is generally accessible. All publications contained in this area are for information purposes only and do not constitute investment advice or an invitation to buy or sell securities or other financial market instruments. All information and data in the publications are taken from sources that the publisher considers reliable and trustworthy at the time of writing. The publications contain only a non-binding and subjective opinion on market conditions and the investment instruments addressed at the time of publication of this publication.