In recent weeks we introduced you to the Apollo Investment Cycle – the ability to show the transition from Value to Re-rating to Growth and De-rating (the cycle) of a stock, sector or market. This is recording the change in the Implied Cost of Capital being attributed to future cash flows by the market.
Clearly this is a valuable piece of information and insight.
Buy Value by all means, but buy Value when the ICC is at a historic high and no longer rising. That stock, sector or market is on the cusp of re-pricing is going to deliver significant returns.
At Libra we think differently and deliver the best user experience for Active equity investors applying the years of experience and understanding that we have in equity markets. We not only know what information is going to make a difference to client performance but provide the best experience.
As Super-Users of the Apollo EDGE platform we wanted to know which sectors were in which part the Investment Cycle at any point in time and then we can drill down to the stocks.
As of today, clients can screen their portfolios for these for these Cycles using the Smart Filters but they can now see the icons V,R,G and D and know which global markets are where in which Cycle and then using the same icons, transition to the sectors and individual stocks, thus adding a level of confidence and enjoyment to their investment process