What subscribers receive
Deep company & sector analysis, written for shareholders, boards, & executives of London-listed Asset & Wealth Managers. Find out more…
I’m Paul Bryant, an equity research analyst specialising in the asset and wealth management sectors.
This newsletter is for shareholders and potential shareholders of London-listed Asset & Wealth Managers. It offers nuggets of information that might feed into a more detailed analysis. It’s not advice! It should also be of interest to leaders of asset and wealth managers - offering a perspective of how investors are thinking about their companies, peers, and competitors.
Specialism underpins this newsletter. I stick to writing about London-listed asset and wealth managers. That’s around 20-25 companies I’ll regularly be writing about (names below), all in two closely related sectors.
Analysing these companies is my job. That analysis work hopefully means I can write this newsletter with a depth of insight that just can’t be replicated by the “skim the results and give a hot take” investment commentaries that are so widely available. If you read a post here and think “that was something I didn’t know”, or “that’s a different way of thinking about it”, then I’ve achieved my goal. All posts are free to subscribers.
But this newsletter is not investment advice. It is just nuggets of information that might feed into a more detailed analysis. Please read the disclaimer here and do your own research before making any investment decisions.
Typical posts include:
Quarterly, half-yearly, and annual roundups of both sectors: most companies in this space provide quarterly assets-under-management (AUM) updates in addition to half-yearly and annual results, so there’s plenty of data to dig into.
Example..
Individual company deep dives and opinions on valuation. Example…
Results commentaries. Example…
Strategic sector developments such as the implications of acquisitions. Example…
Pre-results commentaries. Example…
Plus a lot more.
Where I see opportunities in the companies I am analysing, I might invest in these companies too, so sometimes I do have ‘skin in the game’. I always disclose when I write about a company I am invested in.
If that sounds good to you...
And if you think The Investors Blog is worth telling others about and sharing, I’d be most grateful if you do.