Are Serco shares a good investment?


Serco Group is a FTSE 100 listed support services and outsourcing company.  It has over 100,000 employees, international operations and provides a wide range of operational and process related  services.  Recent contract wins include ground maintenance in Canterbury, operation and maintenance of a new Bus Rapid Transport System in Indore, India, and an extension to […]

N Brown investment case study (50% return in 8 months)

N Brown long-term results 2013 01

N Brown is a FTSE 250 company with more than 20 different internet and catalogue home shopping brands, mostly selling clothing and household goods.  You might even recognise some of them, such as, Simply Be and JD Williams. The company was added to the UK Value Investor model portfolio in May 2012 at 241.5 […]

2012 Performance review


I’m sure you’ve heard it said many times before that investment returns don’t correlate to our cycle around the sun, but a yearly review is still a good idea.  In fact, reviewing a portfolio’s performance on an annual basis, rather than monthly or quarterly, is likely to improve returns by reducing the number of bad […]