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Ideas and insights from the best investment minds
Sunday 21 May 2006 03:20PM
Do you need to keep in touch with what the best professional investors are thinking and doing? If so, the Independent Investor website could be just what you need. Most of the material here is free, including regular commentary by the founder Jonathan Davis, market views from our panel of leading professional investors and an opportunity to put questions directly to big names in the investment business. Find out more today.
What Independent Investor is about
Surviving and prospering as an investor, whether you are professional or a private individual, relies on timely, high quality information. My aim in establishing this site is not to provide financial news, which is readily available from other sources, but to focus on what the market's leading players are currently thinking. The emphasis is on the very best of breed, recognising that in a world of information overload what investors need is quality, not quantity.
What's on offer
New material is added to the website on a regular basis. By registering your details, you will receive a regular editor's letter that summarises everything that has been added most recently to the site. Access to the editor's blog, the market commentaries and investment Q and As with leading professional investors is free. All the material is delivered electronically. The market comment section includes some of the most interesting articles and reports that have crossed my desk recently.
What it costs
Most of the information provided by Independent Investor is entirely free. Professional investors can choose to become members of the Alpha Society, which includes priority invitations to our regular investment seminars and conferences, more specialist investment commentary and instant e-mailed delivery of new material as it is published. Subject to regulatory review, in due course I hope to add a regular fund portfolio service, naming the funds and stocks that I own myself.
The investor panel
Those who I speak to on a regular basis include many of the best known fund managers and investment strategists operating out of London. Regular contributors include Anthony Bolton of Fidelity, Derek Stuart of Artemis, Sandy Nairn of Edinburgh Partners, Mark Dampier of Hargreaves Lansdown and John Charfeild-Roberts and Philip Gibbs of Jupiter Asset Management.
Overseas professionals whose views I monitor or canvass on a regular basis include Jeremy Grantham of Grantham Mayo, Ken Fisher of Fisher Investments, Bill Miller of Legg Mason, Gus Sauter and Jack Bogle at Vanguard and Warren Buffett. In all I have assembled a panel of some 40 professional investors whose views I monitor and comment on on a regular basis.
Investment phliosophy
Experience demonstrates that there is no shorthand route to investment success. Different approaches, and different investment styles, work well at different times. Tolerance for risk is not uniform. My approach is therefore pragmatic and eclectic. All the most successful investors I know, however disciplined, invariably look to adapt their behaviour to market conditions. That is why logging how the best investors are thinking is worth the effort.
Fund and market screens
Once a month I regularly run a series of screens on stock, fund and market performance over the previous month. These screens are useful both in identifying potential investments and in tracking the overall state of market valuations. Comments on these screening exercises are included on a regular basis in the editor's blog.
Further information
There is more information about Independent Investor - why it was started, what features you can expect to find, who is behind the publication - elsewhere on this website. You can also look at sample pages of the different types of material that we produce. The website also includes a list of relevant books and articles about the art of investing and details of my books and publications as well.
Jonathan Davis
Email Jonathan Davis
INVESTMENT WARNING
The information available through Independent Investor LLP is for your general information and use and is not intended to address your particular requirements. We do not, nor are we authorised to, offer advice on specific investments.
In particular, the information does not constitute any form of advice or recommendation by Independent Investor LLP and is not intended to be relied upon by users in making (or refraining from making) any investment decisions. Appropriate independent advice should be obtained before making any such decision.
For your information we would also like to draw your attention to the following general investment warnings. The price of shares and investments, and the income derived from them, can go down as well as up. Investors may not get back the amount they invested. Past performance should not be regarded as indicative of future performance.
Independent Investor LLP and its connected companies and/or officers and employees of those companies, may have a position in, or engage in transactions in, any of the securities mentioned or in related securities. Independent Investor LLP subscribes to the code of practice on disclosure and compliance recommended by the Press Complaints Commission.