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title
Deep Value Investments Blog
description
Cheapest opportunities out there.
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site name
Deep Value Investments Blog
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2026-03-02 22:09:26
raw text
Deep Value Investments Blog – Cheapest opportunities out there. Skip to content Deep Value Investments Blog Cheapest opportunities out there. ☰ Menu Contact me Why Blog Performance About Why Blog Twitter @Deepvalueinv Twitter – @Deepvalueinv Mid Year 2024 Review +10.5% / 9.3% a few new ideas…. July 28, 2024 July 28, 2024 rjmahan 8 Comments Quick update from me, havent had much time to myself over the last few months busy chasing low value nonsense… Performance excluding / including Frozen Russian stocks is above. This is far worse than the S&P 500 (+16%), bettter than the FTSE All Share (+7.7%). Having said that on a 12m basis I am +23% but this is still below S&P at 24.5% (MSCI Global 20%). Its difficult to know the correct benchmark. If we assume a Russian write off I am about tracking S&P500 since 2008, (up about 20-30% vs S&P if we dont write off Russia), but this is very much a worst case, and doing *mostly* small cap UK value and keeping pace i...
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