Opinion Flash August 2021

Opinion Flash August 2021

The tension is palpable and, as a result, investors aim to anticipate the short-term performance of equity and bond markets.

EDM Inversion: Good fundamentals and attractive valuation

EDM Inversion: Good fundamentals and attractive valuation

Equity markets continue to show strength with several indices closing near record highs.

Letter of the Chairman | June 2021

Letter of the Chairman | June 2021

EDM’s stance is one of trust. The word sums up our position as we remember that, despite all questions and misgivings, the economy will be strong for reasonably foreseeable period of time.

EDM Strategy: quality shares always rebound

EDM Strategy: quality shares always rebound

We have always maintained that our management approach focuses on the long term. This in no way implies that we are insensitive to changes in valuation or circumstance.

Peter Lynch’s Beating the Street

Peter Lynch’s Beating the Street

The best risk management begins with knowing what we are investing in and why.

Improved confidence indexes boost economic recovery

Improved confidence indexes boost economic recovery

Consumer confidence has improved and with it consumption has begun to soar.

Opinion Flash June 2021

Opinion Flash June 2021

During this month, we have analyzed the main market signals that reflect the progress in the economic recovery.

Vaccination advance boosts the market

Vaccination advance boosts the market

Despite the uncertainty, the rapid progress of vaccination in many countries has a positive impact on economic forecasts.

Opinion Flash May 2021

Opinion Flash May 2021

This month, we have analyzed how the decrease in health risk due to the advance of vaccination has been reflected in the behavior of the markets.

Lessons from 2020

Lessons from 2020

Although the pandemic year behind us was a tough test in every respect, it was also a year of particularly intense learning.

Letter from our President

Letter from our President

At the close of Q1 2021, the spread of COVID-19 continues to influence our lives, economic progress, and financial market trends. One year after the initial imposition of restrictions due to the virus, we are reasonably confident of economic recovery in H2 2021, as activity in the hardest hit sectors gradually normalises.

Annual results of the companies in our portfolios

Annual results of the companies in our portfolios

Improved results, in terms of company fundamentals (such as profit growth), are one of the key drivers of long-term profitability when investing in equities.

EDM 30+

EDM 30+

In its wake, 2020 leaves a string of experiences and challenges we will not soon forget, but it is often in trying times that we are encouraged to grow and expand our horizons.