UK Value Investor

The investment industry seems to go out of its way to make investing look complicated.  Banks routinely suggest using complex, structured funds with 5% upfront fees and 2.5% a year 'management' charges, often with no track record of matching, let alone beating, the FTSE 100.

But it doesn't have to be that way.  Investing for both income and growth can be surprisingly easy once you know how and once you have the right mindset.  That might not seem the case when the jargon contains confusing terms like EPS, EBIT and PEG, and with the constant drone of 10,000 'experts' commenting daily on how the market has moved and what it all means, but it's true all the same.

I know that I've become a better, safer and more prosperous investor by simply investing in safe, growing companies that pay a handsome dividend.

Investing in a well designed portfolio of great companies, each bought at a bargain price, has a long history of out performing the wider market.  Done well, it can outperform the market to an almost unbelievable degree.  Sure, it may not match the fanciful "100% a month" get rich schemes that are so prevalent on the internet.  But with the right temperament, commitment and effort, the results at the end of 10 years are often jaw dropping.

This approach to investing has many names, but the best know one is Value Investing.


Why UK Value Investor?

This site is dedicated to helping investors by providing a detailed insight into what an experienced investor does in order to beat the market again and again.

This information comes from three main sources:

1. My personal real-money investment account.  This is effectively my 'model' portfolio which started in mid-2008.  The portfolio holds around 20 companies, each of which is expected to provide a good return over the next 1 to 5 years.  Each month the least attractive company is removed from the list and a new, more attractively priced one replaces it.  Trade Alerts are sent out to all subscribers, ideally before the trades are actually made.

2. Special reports covering, in exacting detail, what I've learnt over the past 10 years on how to be a successful UK investor (under construction!)

3. The blog, where articles on value investing, investment psychology, valuation techniques, relevant books or research papers are posted, typically weekly.