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Title: Value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts
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Management Summary:
In this post, out of pure self-interest, I looked a little bit deeper into Terry Smith’s controversial 6M Fundsmith report and focus on the “Active vs. Passive” debate, how Fundsmith’s Buys and Sells look under my own Momentum scoring and some thoughts on changes in investment management styles.
Intro & Bac...
In the first 6 months of 2026, the Value & Opportunity portfolio gained +8,1% (including dividends, no taxes) against a gain of +6,2% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices).
Links to previous Performance reviews can be found on the
Castlelake vs. Easyjet
The UK is a fertile hunting ground for Private Equity these days. I had written about KKR wanting to buy DCC and EQT going for Intertek.
Another potentially interesting stor...