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Why we are Focusing on Good Value UK Mid-Caps

I must warn readers upfront that we at Seneca are value investors, and are thus naturally sceptical about growth investing in its...

Value versus growth – A misleading binary

The analytical framework set out by Benjamin Graham and David Dodd in 1934 was very intricate, whereas the constituents of value indices...

Contrarian Opportunities

Thanks to Canaccord’s Alan Brierley for his slides highlighting some interesting contrarian opportunities. The four he presented were...

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