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Simon Thompson's Bargain Portfolio

The idea behind our annual Bargain Shares Portfolio is very simple. It’s to invest in companies where the true worth of the assets is not reflected in the share price, usually for some temporary reason, but where we can reasonably expect that it will be in due course.

Our portfolios are based on the investment ideas of Benjamin Graham (see box ‘Rules of Engagement’) and they have beaten the FTSE All-Share index in 14 out of the 18 years in which we have run them. During that time, they’ve generated an average return of 20.7 per cent in the first 12-month holding period compared with an average increase of 4.2 per cent for the FTSE All-Share.

Latest Updates

  1. Shareholder activism

    Shareholder activism

    By Simon Thompson | 22 February 2017

    Simon Thompson highlights investment opportunities in two small-cap companies

    'I would therefore reject the proposals, albeit I feel that the company is now in play and its days as a listed entity could well be numbered'

  2. Funded for growth

    Funded for growth

    By Simon Thompson | 15 February 2017

    Simon Thompson looks at a duo of small-cap companies

    Having posted the highest economic growth rate amongst the G7 nations last year, the Bank of England has belatedly cottoned on that the UK economy has been doing rather well, contrary to its predictions post the EU referendum, and is now likely to continue doing so.

  3. Bargain Shares Portfolio 2017

    Bargain Shares Portfolio 2017

    By Simon Thompson | 02 February 2017

    Simon Thompson reveals 10 small-cap deep value opportunities to exploit in 2017

  4. How the 2016 Bargain Shares Portfolio fared

    How the 2016 Bargain Shares Portfolio fared

    By Simon Thompson | 02 February 2017

    Simon Thompson reviews the performance of his 10 bargain shares from last year

  5. A mandate for gains

    A mandate for gains

    By Simon Thompson | 01 February 2017

    Simon Thompson assesses the merits of a trio of small cap value plays.

    The high yielding shares are rated on a modest 10 times potentially trough earnings, a deep discount to peers. Add to that an attractive price-to-book value ratio, and I feel the valuation is attractive enough to act as a catalyst for M&A activity.

Our portfolios

Mr Bearbull's Global Fund Portfolio

A portfolio of instruments designed to capture the rise of emerging markets

Mr Bearbull's Income Fund Portfolio

A collection of high-yielding shares that's beaten the market since 1998

Chris Dillow's Benchmark Portfolio

Simple portfolios picked using simple rules that often beat the market

John Baron's Investment Trust Portfolios

A portfolio of investment trusts designed to generate growth and income

David Stevenson's SIPP Portfolio

Our columnist describes how he manages his pension fund and what he puts in it

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