Profile
The Private Investor's Companion
IpsoFacto Investor is an online investment advisory service. We believe in empowering individuals to make their own investment decisions by offering calm, sensible and methodical advice.
Founded by David Liddell in 2013, IpsoFacto Investor is regulated by the FCA.
IpsoFacto Investor was set up driven by three main ideas
Distrust of expensive stockbroker investment advice;
Determination to establish a disciplined and professional approach;
The 'pursuit of value' being at the heart of successful long-term investment.
Investment Advice
Each investor needs to consider their own circumstances and objectives as regards choosing the right investments, taking into account:
• Income
• Wealth
• Outgoings
• Attitude to Risk
We do think, however, many investors would like some help as to how best to choose investments so as to accumulate wealth and/or generate income over the longer term in a reasonably conservative fashion.
How Do We Conduct Our Research?
n our equity research we extract figures from the Annual and Interim Reports of 130 plus of the largest UK quoted companies.
Our aim is to use an objective approach to valuing companies that puts them on an equivalent basis, allowing us then to rank them by Risk and Return.
We don't ignore the traditional valuation metrics of P/E and yield but we have a method of assessing companies that is indifferent to capital structure and dividend history.
"The thinking is to invest in those companies which are both cheap, relative to others in terms of their reported numbers, and stable in their performance".
Our Aim is to Accumulate Wealth
We believe our approach and research is a good foundation for building a conservative equity portfolio aimed at wealth accumulation.
In our research you will see for each company:
Market capitalisation and latest reported debt;
Adjusted operating profit on a 12 month basis;
Gross cash flow net of CAPEX;
P/Es and yields;
Risk factor derived from EPS variability.
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