Author: Mark Pearson

Arcus Valuation Chartbook (Q2 2020)

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Following on from his presentation during our quarterly investor conference last week, Mark shows how value as a style has performed both recently and over the longer term.

Arcus Valuation Chartbook (Q1 2020)

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(Apr 2020) In our new quarterly chartbook, Mark shows how Japanese value stocks have performed over the short and longer term

After the Fall

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(Mar 2020) Mark and Ben compare the current state of the market and our funds with those experienced during the TMT shock of 1999/2000 and the GFC of 2008. They also explain their views on some stocks widely held by growth managers as well as those value stocks which they consider particularly compelling at present.

Henka変化: Japanese Corporate Transformation

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(Nov 2019) Mark analyses corporate earnings in Japan and how big trends in this area are affecting Arcus' day-to-day investment decisions.

A Model of Fund Returns

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(Jul 2019) Mark calculates future portfolio returns under plausible 5 year scenarios and considers the heroic assumptions required to favour growth over value at current prices.

Fortune Rota Volvitur: Part 5

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(Jan 2019) Mark's thoughts on the current state of the Japanese market as well as some retrospective reflections.

Fortune Rota Volvitur: Part 4

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(Jun 2018) Further analysis based upon Mark's speech at the London Value Investors' Conference in May 2018.

Fortune Rota Volvitur: Part 3

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(Sep 2017) Mark's review of recent market conditions in Japan plus an assessment of the improvement in balance sheets and profitability in the corporate sector.