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Jupiter Fund Management (JUP.L): +151% From an Asset Manager the Market Had Given Filed under: TVISIL Case Studies | Strategy: High Dividend YieldUp On

The investment management industry has had a rough decade. Passive funds took market share. Fee compression squeezed margins. The narrative around active managers became uniformly negative: they were dinosaurs, their business model was dying, and no rational investor should own them. TVISIL ignored the narrative and looked at the numbers. Jupiter Fund Management (LSE: JUP) […]

Jupiter Fund Management (JUP.L): +151% From an Asset Manager the Market Had Given Filed under: TVISIL Case Studies | Strategy: High Dividend YieldUp On Read More »

RTW Biotech Opportunities (RTW): +151% From a Biotech Closed-End Fund Trading at a Filed under: TVISIL Case Studies | Strategy: Cheap Assets / Net Asset ValueDiscount

Biotech investing is typically associated with binary risk: a drug either works or it does not. Most deep-value investors avoid the sector entirely for this reason. But RTW Biotech Opportunities is not a biotech company – it is a closed-end investment trust that holds a diversified portfolio of biotech positions, and it was trading at

RTW Biotech Opportunities (RTW): +151% From a Biotech Closed-End Fund Trading at a Filed under: TVISIL Case Studies | Strategy: Cheap Assets / Net Asset ValueDiscount Read More »

Hurricane Energy (HUR.L): How a +748% Return Came From a Stock Everyone Hated

Filed under: TVISIL Case Studies | Strategy: Cheap Assets Introduction In investing, the stocks that make the biggest difference to your long-term returns are almost never the ones that feel comfortable to buy. They are usually the ones that feel wrong – the ones the market has given up on, where the news is bad

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Ferrexpo (FXPO.L): +195% From a Ukrainian Iron Ore Miner That Everyone Was TooFiled under: TVISIL Case Studies | Strategy: High Dividend Yield Scared to Buy

Introduction In March 2020, the world was shutting down. Equity markets were in freefall. Commodity stocks were being sold indiscriminately. Nobody wanted to own a Ukrainian mining company. Ferrexpo (LSE: FXPO) – a producer of high-quality iron ore pellets listed in London with operations in Ukraine – was being treated as if it might not

Ferrexpo (FXPO.L): +195% From a Ukrainian Iron Ore Miner That Everyone Was TooFiled under: TVISIL Case Studies | Strategy: High Dividend Yield Scared to Buy Read More »

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