Ian Kelly

Fund Manager, Equity Value

Ian also writes for the team's Value Perspective blog. Follow the team @Thevalueteam

Highlight

Blog

27MAR 2018

‘Save, save, save’ or ‘Invest, invest, invest’ this ISA season?

Given the damage inflation can wreak on their financial health, you might think people would do all they can to fight against it and yet the ISA statistics from recent years would suggest otherwise

2018

FEBRUARY

06FEB 2018

Blog

Why we passed on Dignity well ahead of its latest price fall

Last autumn, funeral provider Dignity became cheap enough to show up on our radar – but an integral part of being a value investor is distinguishing whether a company is cheap temporarily or for a good reason

2017

DECEMBER

19DEC 2017

Blog

The unprofitable reality of tobacco stocks

Investors in tobacco companies are worryingly sanguine about paying huge amounts for businesses facing shrinking demand, diminished pricing power and a less profitable alternative in smoke-free smoking

NOVEMBER

28NOV 2017

Blog

Was Prince Harry's ring a bad choice or a good investment?

Following the announcement of the engagement between Prince Harry and Meghan Markle, we are reminded of how weddings and investment portfolios can both end up focusing on the wrong things

21NOV 2017

Blog

Two big risks of making investment forecasts

If your forecasts about an unforecastable future turn out to be wrong, not only do you risk looking silly, there is also the danger you had decided to invest money on the basis of what you thought would happen

OCTOBER

13OCT 2017

Blog

There is no perfect time to invest, so seize the day

For those who have a mind to find one, there is always a reason not to invest in the equity markets and yet, remain forever in cash and over the longer term you are likely to be materially worse off

SEPTEMBER

26SEP 2017

Blog

Three alternative top tips for new (and old) investors – Part 2

With many graduates starting new careers in investment, we offer three unusual but important tips investors of all ages and experience should take on board. Here we offer the last two.

22SEP 2017

Blog

Three alternative top tips for new (and old) investors – Part 1

With many graduates starting new careers in investment, we offer three unusual but important tips investors of all ages and experience should take on board. Here is the first one.