'Don't forget the growth': The lessons global equity managers can learn from Buffett

Company lifecycles

clock • 4 min read
Michael Crawford of Chawton Global Investors
Image:

Michael Crawford of Chawton Global Investors

Warren Buffett famously said that value and growth are joined at the hip; this also applies to income and growth.

Companies deliver shareholder value if they achieve returns above the cost of capital and invest incremental capital at returns above the cost of capital. This is a basic principle of equity investing....

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

John Redwood, chief global strategist for Charles Stanley

Charles Stanley's Redwood: Chimerica is so last decade

Both have hit problems in 2022

John Redwood
clock 25 May 2022 • 6 min read
Industry Voice: UK is a rich seam to mine … and not just in commodities

Industry Voice: UK is a rich seam to mine … and not just in commodities

Richard Colwell, Head of UK Equities at Columbia Threadneedle Investments
clock 24 May 2022 • 11 min read
Retail stocks have found themselves under the harshest light from UK short sellers

Short sellers bet against UK retail stocks amid income squeeze

Cineworld is the most shorted UK stock

clock 24 May 2022 • 1 min read
Trustpilot