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Selecting neglected UK shares, takeovers, and a UK rerating with Temple Bar Investment Trust
Manage episode 440715896 series 2334872
The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing.
Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.
Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.
We discuss the trust’s strategy and several holdings, including Shell, Marks & Spencer, and NatWest.
We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar’s portfolio’s holdings have been subject to takeover interest.
Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders’. This is one potential catalyst Nick sees for a rating of UK stocks.
Hosted on Acast. See acast.com/privacy for more information.
384 episode
Manage episode 440715896 series 2334872
The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing.
Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.
Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.
We discuss the trust’s strategy and several holdings, including Shell, Marks & Spencer, and NatWest.
We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar’s portfolio’s holdings have been subject to takeover interest.
Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders’. This is one potential catalyst Nick sees for a rating of UK stocks.
Hosted on Acast. See acast.com/privacy for more information.
384 episode
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