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1/01/13
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Real Name: Ian Wright

Occupation: Company Director

Interests: Stocks

Location: Malvern

About Me:

I live on the edge of a rural village on the side Herefordshire side of the Malvern Hills. Our children have left home and I typically spend a couple of hours/day on our investments. I have a analytical and curious mind so am happy delving into and evolving a variety of investment styles, but focus on small and medium sized Moat companies mainly.


Investment Strategy
Mainly moat combined with momentum small cap companies, with a few value/recovery situations. I gain confidence from companies with high Stockranks/QM and a positive trading outlook. I am an enthusiastic user of customised Quality screens to identify the <1% of the market that I will eventually buy into.


Iwright7's Latest Blogs

A new podcast with Vanguard’s Factor manager, Liqian Ren. Her funds include Quality, Momentum, Value and Multifactor (Stockrank) style ETFs. As an aside Liqian suggests that in the US during the last 10 years Quality has outperformed Value and Momentum and that this is logical because high Quality companies will produce more organic growth. Confirmation bias perhaps, but this style makes a lot of sense…

For those of you interested in Factor investing I have come across a new US series. It's called Flirting with Models which focuses on the quantitative and human aspects of Investing. Particularly good are the Momentum interviews with Adam Butler and Jack Vogel.Pearls of analytical wisdom and all for free.  Enjoy...https://blog.thinknewfound.com...

Just occasionally a book, or an interview gives me a little more insight into my preferred investing method namely Growth/QM. So it is with the interview with the Growth fund CEO Paul Black of WCM Investment with $200B of assets under management. It is a fascinating discussion which includes the desirability of Moat company culture aligning with its competitive advantage. Almost as an aside Paul…

I have today taken an initial position in another little known (to me anyway) microcap "High Flyer" whose niche and metrics intrigue me. My notes to date:Symphony Environmental Technologies (LON:SYM) core business is a licence for a US patented additive made by EPI Inc to improve polythene biodegradability. The company has also developed other anti-microbial and fire-retardant additives. With Sir David Attenborough on the plastic…

A new microcap (to me) appeared on my 52 Wk High radar this week called Amiad Water Systems (LON:AFS). It’s a boring Israeli water filtration/irrigation company that exports about half its sales. I have visited Israel on business on several occasions and know how much they value their scarce water resource, so I am guessing that Amiad’s water expertise confers a commercial advantage when exporting.…



Iwright7's Latest Comments

Just finished reading Invest in the Best, published in 1994. James was a strong advocate of Factor investing, so he was way ahead of his time. He recommended a portfolio combining a mix of value and growth models to smooth out variability.  Interesting that whilst a value investor at heart, that he also held high regard for the results from the William o’neil Can Slim…

Nick - What an excellent piece of work - In relation to my investing preference it is definitely less stress, lower volatility and a higher probability winning even it it reduces the annual gain. Many thanks again. Ian

I looked at Elektron Technology (LON:EKT) H1 for the 1st time too, but came to a different conclusion to.... for a basic manufacturer of commoditised electrical connectors, the valuation seems a little racy.    I  don't have 1st hand knowledge of the Bulgin product range, but the Quality metrics indicate a widening Moat, and the company has announced it will beat market expectations for the full…

Matylda, Elektron Technology (LON:EKT) strikes me as another of those improving Quality companies that you have to pay up for to enjoy the ride. I have taken an initial position today.

A fascinating backstory that illustrates the power of TV. I was particularly taken with the observation that James's mechanical screens had beaten the fund managers he cloned.  An example of machines being more systematic than man! ....In  "Invest Like the Best" I showed you how to clone your favourite manager. We haven't done it for a long time, but the last time we updated all…

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