Sanford DeLand's CFP SDL UK Buffettology (BF0LDZ3) and CFP SDL Free Spirit (BYYQC27) funds have forged top-notch long-term performance records since respective launches in 2011 and 2017 thanks to the unwavering pursuit of 'Business Perspective Investing', a quality-focused approach championed by 'Sage of Omaha' Warren Buffett and Charlie Munger.Unusually however, both portfolios managed by...

The UK's technology sector has been hammered in recent months as investors ditched high growth companies for safer havens amid stock market and geopolitical uncertainty. Hot running inflation risks eating into future profits, which means investors now prefer lower growth companies which are enjoying good profit today, not waiting for bigger earnings years down the line.This shift has had a...

DOTDIGITAL (DOTD:AIM) 154.5pLoss to date: 9.4%Original entry point: Buy at 170p, 4 March 2021It's been a rollercoaster year for many technology companies yet DotDigital's (DOTD:AIM) own ride has been particularly violent.From gains of more than 70% in September 2021 versus our entry price to recent 20% losses, it is perhaps the sort of wild performance that some readers have come to expect...

Is it time to buy the technology sell-off and load up on some of the market's top growth stocks? It is one of the biggest questions currently facing DIY investors and the answer may depend on your own personal circumstances.However, in our view there is a strong case for buying some of the higher quality tech names caught up in the recent correction. Particularly if they are already generating...

DOTDIGITAL (DOTD:AIM) 187pGain to date: 10%Original entry point: Buy at 170p, 4 March 2021The marketing technology company took one hell of a hammering last week that left analysts across the board scratching their heads. DotDigital (DOTD:AIM) had already indicated a better-than-expected finish to a record year so when confirmation came in the shape of record revenues, organic growth of 23%,...

Rising inflation expectations means that growth-hungry investors will need to be increasingly discerning and disciplined in terms of their stock picking in the months ahead.One sensible solution is to invest in a fund where the manager has pedigree in backing dynamic growth companies without overpaying to own the shares. Step forward Mark Slater, who has managed Slater Growth Fund (B7T0G90)...

Individuals looking to shield wealth from inheritance tax should consider London's AIM stock market as investing in certain shares can help keep the taxman at bay. The standard rate of inheritance tax is 40% which is a meaningful amount.AIM shares that qualify for business property relief and held for at least two years do not form part of the estate for inheritance tax purposes and can be...

Investors that want rapid growth from a UK stock should look at marketing platform Dotdigital (DOTD:AIM).We believe it is a true UK software-as-a-service (SaaS) rarity and that its shares will reward investors handsomely in the coming years.The stock is not cheap, on a June 2022 price to earnings multiple of around 50. It is also listed on the junior AIM market, which will not suit all...

Our annual portfolio of share picks has outperformed the market yet again, although we didn't deliver a positive return. The average share price return from our portfolio of 10 stocks was a 6.4% loss versus a 10.2% decline from the FTSE All-Share.It was a very difficult year for all investors, including fund managers, and anyone who managed to deliver positive returns deserves considerable...

Nine months into 2018 and we're still outperforming the market with our top picks of the year. Nonetheless, a 3.1% average gain versus 0.3% loss from the FTSE All-Share only calls for a celebratory orange juice and lemonade rather than high quality champagne.Earlier gains have been reduced thanks to notable weakness in Alliance Pharma (APH:AIM) in recent weeks plus Dixons Carphone's (DC.)...

DOTDIGITAL (DOTD:AIM) 94.9pLoss to date: -2.2%Original entry point: Buy at 97p, 21 December 2017We could barely have called DotDigital (DOTD:AIM) better when we recently said an imminent trading update 'may well be the catalyst to put investor concerns to bed'.The bulletin on 19 July indeed confirmed more robust growth, profits bang in line with expectations, an 18% increase in average revenue...

Our top picks for 2018 have on the whole enjoyed a superb second quarter, reversing the first quarter's losses to now stand significantly ahead of the market.The average gain from the portfolio is now 8.4% versus a mere 0.6% from the FTSE All-Share over the same period. This is a dramatic turn of events considering we were down by 8.4% on average at the end of Q1.As a reminder, towards the end...

Our top picks for 2018 are lagging the broader market at the end of the first quarter. Our portfolio of 10 stocks has an average loss of 8.4% versus a 6% decline from the FTSE All-Share.While this is a disappointing start, our selections were designed to be held for at least a year, so we remain hopeful that some of the laggards will pick up as the year progresses.Before we look at the...

People are increasingly shopping online; that means retailers have to find clever ways in which to connect with consumers digitally and drive traffic to their websites. AIM-quoted DotDigital (DOTD:AIM) plays a vital role in this task and we believe 2018 will be another strong year for the company.DotDigital's core technology platform, Dotmailer, provides marketers with a cloud-based single...

Welcome to our top share picks for the year ahead. Keep reading to discover 10 companies which we believe will enjoy decent share price gains over the coming 12 months. You will find a mixture of growth, value and recovery situations; all have an exciting investment proposition.AB DYNAMICS (ABDP:AIM)An excellent way to play the thriving electric vehicles industryWe believe AB Dynamics...

Digital marketing technology supplier DotDigital (DOTD:AIM) is looking for acquisitions to bolster growth.The last financial year's 19% revenue growth to £32m was achieved entirely through organic means. Pre-tax profit for the 12 months to 30 June 2017 jumped 30% to £8.1m.The UK remains DotDigital's traditional heartland, where it earned 77% of income last year, but both the US and Asia...

There have been some very successful small cap stocks in recent years, rewarding shareholders with returns equal to three or more times their original investment. The ability to make significant gains is a key factor behind investors risking their money in smaller companies.We believe there could soon be a shift in investor appetite as a result of sky-high valuations. Many small cap fund...

The smallest companies on the stock market can be high risk investments. So-called micro caps either make investors lots of money or lose them significant sums if they run into difficulty or go out of business.We believe anyone with the stomach for micro funds should look at this part of the market, as there are some exciting opportunities to embrace.A lower-risk - but not risk-free - way of...

We live in a paradoxical world. Global growth has stalled and there has been less productivity growth over the past 10 years, according to analysis by researchers at investment bank Morgan Stanley, yet it feels like there is more technology innovation around us than ever before. 'We see scope for digitalization to re-accelerate productivity growth,' the banks' analysts say.If steam was the...

Shares in the software supplier to the digital marketing industry have dropped more than 4% to 52p on Tuesday. That's a seemingly weird response to full year results (to 30 June) showing revenues up 26% to £26.9m and adjusted EBITDA up 17% to £8m. For the record, pre-tax profit at a fraction more than £6.2m implies an 18.5% increase year-on-year.You can't even criticise DotDigital's...