Gabriel, Roeder, Smith & Company’s Post

We've conducted our third annual survey of special situations investors across the UK! The report reflects on 2023 and looks ahead to what we can expect for 2024. Unsurprisingly given the broader macro-economic landscape, restructuring activity is forecast to increase this year, presenting a growth in #specialsituations investment opportunities. Our new research explores the trends, aggregating the views of leading UK investors: https://lnkd.in/eBk7NzaU #DistressedMarket #SpecialSituations #PrivateDebt

The Scottish Widows Investor Confidence Barometer is the only advice industry survey that compares the views of advisers, advised investors and non-advised investors. Read the latest report: http://spr.ly/6049QGcvB

🌟 Did you miss our recent Investor Forum webinar? You can now watch it on-demand! 🎥✨ Gain insights into the crucial roles of Boards and Subcommittees in shaping company strategies and ensuring financial stability. 💼💰 Learn how to assess Board effectiveness, understand potential risks, and evaluate overall governance for informed investment decisions. You don't miss want to miss out on this valuable knowledge! Catch the webinar on the SIAS YouTube channel at https://bit.ly/4a1VGbq #sgsiasorg #InvestorForum #CorporateGovernance #InvestmentInsights

The 𝐂𝐌𝐓 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐢𝐨𝐧 hosts regular one-hour online presentations covering a variety of active investment management topics. These webinar events are FREE for all active members. 𝐓𝐨 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐞𝐯𝐞𝐧𝐭𝐬, 𝐯𝐢𝐬𝐢𝐭 https://vist.ly/3bups #CMT #TechnicalAnalysis #Finance #StockMarket

Why it's important - especially in today's "Magnificent 7 Market" - to have a wide opportunity set. A short piece we put together on philosophy, opportunity, and how it all works in the context of today's markets.

We like to focus on areas of the investing universe where everyone else is not, learn more in our latest Investor Memo "Fish the Ocean Not the Pond." #valueinvesting #internationalvalue Click here for our prospectus: https://lnkd.in/eckXGMEy

The Safety and Return of any Investment is the Function of the price paid for it. The higher the price paid,the lower the safety and potential Rewords. And the Lower the price paid, the higher the probable safety and potential Rewords. #stayskeptical The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing) https://a.co/d/5S6bw4H

The 2024 Special Situations Investor Survey by FTI Consulting offers third-person insights into the nuanced dynamics of the market, providing valuable perspectives for investors navigating the evolving landscape in 2024. https://ow.ly/fZOO50QRnEW #SpecialSituations #InvestorSurvey #FTIConsulting #UKInvestors #MarketDynamics #Insights #2024Outlook

Looking forward to speaking at the 2024 RIA Conference! Join me on May 28-29 in Vancouver to discuss the most critical issues impacting the responsible investing industry today. Learn more about the conference here: https://riaconference.ca/ #RIACon24

Discover how Quattro Capital scaled their processes with the help of Lobby CRE. This in-depth case study reveals the strategies and solutions that led to their remarkable successes. Read the full case study: https://ow.ly/TwTW50S8rOR