Report
Investment Company Sector Report Q3 2023 - Skill versus Luck
In this report:Performance overview: 3rd consecutive quarter of underperformanceDiscount overview: Discount widens further to 31.6%Focus topic: Returns = Skill + LuckGimv – Overhang prevents reratingInvestor AB – ‘You don't want to invest in the next big thing, you want to invest in companies that have already won.” (Upgrade to Buy)Returns= Skill + LuckOur research indicates that the best performing investment companies (highest share price returns) do so through consistent “skill” rather than “luck”. We find that attempts of trying to alter the course of a discount have been unsuccesful, confirming our view of it being (partially) based on luck. Attempts to
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