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Spinoffs: Outperformance And Investment Strategies

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Rupert Hargreaves
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Spinoffs Investment Strategies.... Warren Buffett, Benjamin Graham, Seth Klarman and Walter Schloss are probably some of the greatest value investors of all time, and at one point or another, these investment titans have all mentioned spinoffs as a critical area for value investors to seek out bargains. And there’s plenty of cold hard data to back up this conclusion.

[schloss]

[klarman]

Indeed, only last week Goldman Sachs issued a Portfolio Strategy Research note to clients on this very topic using data from the past six months.

Spinoffs Investment Strategies - Spinoffs are highly likely to outperform parents

Goldman‘s research note, titled Investment Strategies For Spinoffs And Carve-Outs looked at the performance of spincos relative to their parent companies and the S&P 500 in...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha