How to invest: Finding opportunities in volatile stock market

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A fund manager who beat 95% of competitors in the last 2 years explains how he finds 'tremendous opportunities' for value creation and returns amid today's volatile stock market

A volatile near-term market may present good investing opportunities, said Brian Ferguson.Ferguson also shared a few themes he's tracking to prepare for the next economic regime., most can agree on one thing: the market will continue experiencing significant volatility and uncertainty for the foreseeable future.

Ferguson is a fund manager for the BNY Mellon Dynamic Value Fund at Newton Investment Management. His fund finished both 2021 and 2022 with returns in the top 5% of its investment category, although it's performance is down so far this year in comparison. Across all sectors, Ferguson believes that companies with strong balance sheets and good liquidity will widely outperform their peers, especially in the face of a. Strong balance sheets in particular can help businesses endure turbulent times, since companies aren't forced to issue — and eventually pay back — a lot of high-cost debt.

He continued:"That comparative and competitive advantage associated with low or no-cost funding is going to result in tremendous opportunities for both absolute and relative value creation.", one of his fund's top holdings, as a self-funded company with permanent access to low or no-cost capital, since it currently has about $130 billion in its balance sheet and generates $30 billion in cash flow each year.

 

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