Value/bottom up investing

blass

Registered User
Messages
35
Having read quite lot on the subject of Value Investing I would like to invest in a fund specialising in such an area. I see that PI asset management adhere to such a philosophy but it's unclear if they'd cater for the general public.
Ideally I would like to invest maybe EUR250 per month in such a fund.
I already have a Quinn Freeway tracker covering several global indices but feel there is more potential in the long run investing in a well managed value oriented fund (a la a slightly less conservative Ben Graham/Charles Brandes approach) which should outperform the indices.
Does anyone know where I could participate in such a fund?
 
Hibernian have a 'European Value Fund' that adheres to very specific value criteria. You should call them or ask your insurance broker to get you more information on it.

An alternative is the growing array of 'Fundamental ETFs' that track value indices rather than market capitalisation-weighted indices. If that is too much of a mouthful, then the Hibernian fund is an answer.

Rory Gillen
 
(a la a slightly less conservative Ben Graham/Charles Brandes approach)
I think I can safely say that Ben Graham would be appalled by your investment strategy (i.e. the huge fees that you are charged to invest in these funds).
 
Raskolnikov,
If you are going to reply, then it will help others if you at least try and add some value with your comment. Fundamental ETFs are value oriented exchange traded funds with low annual management costs and no upfront fes etc. They obviously are not as focused as any of the infamous Ben Graham direct stock picking approaches but then 'blass' above is clearly not an experienced investor and, as I interpret it, would not be either able or inclined to buy individual stocks based on value principles. The Hibernian Fund is an alternative, albeit a higher cost one as perhaps would Eagle Star's Dividend Growth Fund, which also follows a well-defined value discipline.

Rory Gillen