{"id":22873,"date":"2008-10-13T10:46:00","date_gmt":"2008-10-13T10:46:00","guid":{"rendered":"https:\/\/clusterfamilyoffice.com\/blog\/?p=455"},"modified":"2008-10-13T10:46:00","modified_gmt":"2008-10-13T10:46:00","slug":"un-seed-capital-global-distressed-wealth-strategies","status":"publish","type":"post","link":"https:\/\/clusterfamilyoffice.com\/en\/un-seed-capital-global-distressed-wealth-strategies\/","title":{"rendered":"A Global Seed Capital? Distressed Wealth Strategies."},"content":{"rendered":"
Given the current scenario of a stock market crash (or the onset of a stock market crash), many investors are wondering what the right time is to move away from liquidity and start buying value. However, a minority of us believe that, as well as considering the right timing, we must analyse where the future<\/span> value, as it will not always match \u2013 far from it \u2013 the value classic<\/span>.<\/div>\n
\"\"<\/a>Most analysts believe that the utilities<\/span><\/a> \u2026and essential services such as energy and food companies, etc., are the lifeline to cling to in the midst of the storm. \"\"<\/a>It does indeed seem that they could be a good corporate safe haven in which to invest, bearing in mind that their prices already reflect a significant degree of panic. But perhaps we are mistaken in looking for \u00absafe-haven assets\u00bb. Perhaps we should, of course, in proportion to our Vital Balance<\/a> designed for that purpose, looking to the future value<\/span> of the new era that lies ahead. A value which, as at every turning point, takes on a form different from what we are used to. The million-dollar question is: where is the new \u00abThe Value Investor\u2019s Handbook\u00bb<\/a>, and the answer is that, unfortunately, it has yet to be written, although various drafts \u2013 also known as blind man's buff<\/span>.<\/p>\n

The well-known cycles are part of history, and globalisation is one of the main causes of this chaos. Chaos that will lead us to a new economy<\/a> where new business models \u2013 and consequently new investment opportunities \u2013 will emerge, along with new sectors, new blue-chip companies, new mid-caps, vast numbers of new small-caps, and even new and dubious penny shares that will fuel new, effervescent bull runs. And all this against the backdrop of a reimagined and unsettling form of capitalism.<\/p>\n

\"\"<\/a>We find ourselves at a crossroads, facing a dilemma: should we seek a safe haven in utilities and essential services, or should we focus on analysing a massive, globalised Seed Capital, Angel Investor<\/span> or whatever we want to call it? I\u2019d go for the latter, especially for investors who suffer from what we in our Family Office call Distressed Wealth.<\/span> That they need a specific strategy for their impaired assets \u2013 a situation, moreover, shared by all new clients in recent months. This is what we already know as Distressed Wealth Strategy<\/a>. All this without forgetting, of course, a careful selection of quality traditional<\/span>, depending on how the markets develop in the near future.<\/p>\n

\"\"<\/a>At the risk of repeating ourselves, we must remind readers that we must always adhere strictly to the roadmap set out by the BV<\/a> tailored specifically to each investor. A BV<\/a> which, moreover, must be constantly reviewed in light of changes affecting the client themselves and also the global landscape, which is more volatile than ever. Gordon Gekko would have a different story to tell\u2026<\/p>\n

We will continue to monitor bank nationalisations very closely to see whether or not they dispel the pseudo-panic currently gripping their customers. Who would have thought that a globalised bank nationalisation involving millions of US mortgages could be the remedy to try and calm the spirits of global capitalism, under the astonished gaze of a consumerist China? If communism were to rear its head\u2026 Meanwhile, the forgotten Cold War is re-arming and Islamic terrorism lies dormant.<\/p>\n

Under capitalism, man exploits man. Under communism, it is exactly the opposite.

John Kenneth Galbraith (1908\u20132006)<\/a><\/span><\/p><\/blockquote>\n<\/div>","protected":false},"excerpt":{"rendered":"

Ante el escenario actual de crash burs\u00e1til (o inicio de crash burs\u00e1til), muchos inversores se plantean cu\u00e1l es el timing adecuado para abandonar la liquidez y comenzar a comprar valor. Sin embargo, una minor\u00eda creemos que, adem\u00e1s de estudiar el timing correcto debemos analizar con nuevos criterios d\u00f3nde est\u00e1 el futuro valor, ya que no […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":["post-22873","post","type-post","status-publish","format-standard","hentry","category-sin-categorizar"],"_links":{"self":[{"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/posts\/22873","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/comments?post=22873"}],"version-history":[{"count":0,"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/posts\/22873\/revisions"}],"wp:attachment":[{"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/media?parent=22873"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/categories?post=22873"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clusterfamilyoffice.com\/en\/wp-json\/wp\/v2\/tags?post=22873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}