Compressed matters #1

Compressed matters #1

Every month we’ll be sharing three charts/data tools that gave us pause. Of all the simple, beautiful graphics we’ve seen, we’ll curate those that compress the matter in hand into the greatest moments of clarity.

If you have suggestions of any charts or data tools to include next month, we’d love to hear from you.

  1. Swarming performance

Want to see at a glance which stocks are outperforming the pack? Take a look at this online swarming tool from Chartfleau. You might initially be shocked by NVIDIA’s year-to-date stock price increase but there’s more than meets the eye.

  1. Got power?

Investing decisions often need to take into account the resources and influence of a country. Lowy Institute’s Asia Power Index is a thing of beauty and ranks 26 Asian countries on 133 indicators across numerous areas including economic capability, diplomatic influence, military capability, resilience, future resources, defence networks and many more.

  1. Home isn’t where the trust is

The 2024 Edelman Trust Barometer report intimates that German companies are believed to be far more trustworthy than their US counterparts, which in turn out-score corporates based in China. Many of the report’s other charts highlight megatrends that are likely to impact equities, markets and investment decisions. How might it impact your strategies?

Until next month,

The Edison team

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The Illuminator – March 2024

The Illuminator continues to outperform the UK All-Share index on a year-to-date, three-month, six-month and one-year basis. Although it has lagged on a three-year basis, this is improving as the fund continues to generate robust returns. We remain confident in the fundamental law that companies which generate returns in excess of their cost of capital will deliver positive returns for shareholders over time. Proving this, the Illuminator has greatly outperformed the UK All-Share since inception by 1,318%.

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