Simon Caufield of SIM Limited shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Simon assessed risks and opportunities in the current market environment. He discussed mostly UK-based ideas and updated some of the investment theses he had presented at European Investing Summit. In October 2019, Simon had highlighted bargains in the following segments: property (NewRiver), retail (Dixons Carphone), low-cost airlines (Ryanair), media (ITV), auto dealerships (Vertu Motors, Pendragon, Lookers, Marshall Motor), and homebuilders (Redrow and other large UK homebuilders).
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About the instructor:
Simon Caufield is Managing Director at SIM Limited, a UK-based investment firm. Simon founded the firm in 2007 after selling his stake in Nomis Solutions, a B2B enterprise software company he founded in 2002. Previously, Simon was a management consultant for more than a decade, including at Mercer Management Consulting. He also writes the “True Value” investment newsletter for MoneyWeek, a UK financial magazine. Simon has an MA in Engineering from Cambridge University.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.