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Family-Owned Firms: Trading At A Discount

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Rupert Hargreaves
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The idea that investors can profit fromfamily-owned firms seems to be a contradiction at first, but it's not. Publically traded companies with a substantial insider ownership outperform their non-family owned peers on many different metrics according to research from analysts at Credit Suisse.

Trying To Beat The Market? Look To Family-Owned Companies

Family Business Model Works Better In Some ... - va

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Of the 1,000 family-owned firms studied in a recent report by the investment bank, the cumulative return was 126% since 2006, outperforming the MSCI AC World Index by 55%. More precisely, family-owned businesses have outperformed non-family-owned companies in every region and every sector assessed. Geographically, Europe shows the...

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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