Value Investing

Vladimir Dimitrov, CFA

I am a former strategy consultant with heavy exposure to business and intangible assets valuation. Throughout my career I have been focused on solving complex business problems through the lens of the overall business strategy and by incorporating a set of valuation and financial modelling techniques.

In my spare time I have been exploring the concept of value investing and in particular finding companies with sustainable competitive advantages that also trade below their intrinsic value. In addition to my bottom-up approach of individual equities I also take a more holistic view of the markets through factor investing techniques.

Equity Bottom-Up

Lyondellbasell Indu Cl A / Equity Bottom-Up

<ul>
<li>LyondellBasell's share price delivered strong returns, even in the face of continued headwinds and business restructuring.</li>
<li>The management is focused on making long-term investments in key areas while at the same time streamlining the business.</li>
<li>The company is now offering a dividend yield of 5.6%.</li>
</ul>


LyondellBasell's share price delivered strong returns, even in the face of continued headwinds and business restructuring.
The management is focused on making long-term investments in key areas while at the same time streamlining the business.
The company is now offering a dividend yield of 5.6%.


LyondellBasell: Delivering On Its Strategy, Without Sacrificing Shareholder Returns