The Adventurous Investor

Investment trusts, ETFs, alternatives and more.....

Author

David Stevenson

A new addition to the Prudent 15 – The Honeycomb Investment Trust

My latest addition to the Prudent 15 is a slightly alternative income oriented fund that has built up a solid track record of churning out a steady 8% plus yield. I have to also admit that although I think it… Continue reading →

Indonesian buy now pay later, lots of fibre opportunities and an economist enthuses about Tencent

Buy now pay later (BNPL) has become hugely popular in the last few years and market valuations on the likes of Klarna are eye watering ($45 billion the last time I looked). I think some of that is deserved as… Continue reading →

Monday Macro – of adaptive crowds, peak equity valuations and the revenge of the Roaring twenties. Plus why EM exc China makes sense

I’ve been pondering a new way of explaining market behaviour. Academic Andrew Lo  has already coined the term adaptive markets. This theory of adaptive Markets “shows that the theory of market efficiency isn’t wrong but merely incomplete. When markets are… Continue reading →

Fixed Income ETF event next week plus Uranium, cheap oil play and chip stocks

A quick saunter through a smorgasbord of interesting events and observations. First off, a must-attend event next week. Next Wednesday, ETF Stream has a fascinating event on fixed income ETFs – timing is fascinating given where we are with tapering… Continue reading →

A US VC worth investing in – Suro Capital

I’ve long been a fan of experienced private investors building some, limited exposure to venture capital assets. Traditionally that’s meant investing here in the UK in listed, tax efficient venture capital trusts – I’m invested in Octopus Titan and Hargreaves… Continue reading →

New forestry fund and big D9 acquisition

A few weeks ago, my August column in the FT looked at forestry. I pointed out that although as a sub asset class, it is appealing, it’s also not without it risks.  For a long term, boring asset it’s surprisingly… Continue reading →

Trendlines : The AgTech VC hiding in plain sight on the US OTC markets

This article was originally published back in late August on www.futurefoodfinance.com The US over the counter (OTC) market plays host to a small, listed Israeli/Singaporean venture capital firm which is quietly building a formidable portfolio of AgTech businesses, helped by… Continue reading →

Monday Macro : bubble or not ? Plus another take on China

I’m back after a summer break ! Plenty of updates this week on their way China has been grabbing all the headlines at the moment, probably rightly so given the big tectonic shifts. Overall I’ve been more cautious than most… Continue reading →

New addition to Dynamic 35 : Montanaro European Smaller Companies Trust

This week I have a relatively short note for you, outlining why I think now might be an interesting moment to invest in European small caps outside the UK. Before we get to this very specialist and frankly under-researched space,… Continue reading →

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