“Our investment outlook is a moderately favorable one as we expect a mid-to-high single-digit total return for the S&P 500 in 2018, with a slightly higher return profile for Euro Area and Japanese equities.” That’s the opening salvo of Leon Cooperman’s first quarter letter to investors of Omega Advisors, a copy of which has been reviewed by ValueWalk. In the letter, Cooperman strikes an upbeat tone, noting that the current investment landscape is one “described as a battle between robust earnings growth and moderate contraction in the S&P 500 multiple.” However, while Omega is optimistic on the outlook for equities…
Leon Cooperman Q1: Fade The 10 Yr, Markets Are Going To Continue Going Up
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 ValueWalk
Comments are closed.