Simon Caufield

Simon Caufield started out as an engineer and has an MA in engineering from Cambridge. This was followed by an MBA from the London Business School.

After graduating, Simon worked his way up to become a Management Consultant for banks and insurance companies. This gave him the chance to see the city from the inside.

In 2001, Simon started his own company to develop software designed to price banking services, such as loans and deposits. After growing the company to 100 employees, he went on to sell this in 2007, looking for his next challenge. 

Also during 2007, Simon ‘sacked’ his fund managers and took complete control over his investments.  Now he devotes all his time to investing and is an angel investor to help start-up companies. He has built up a reputable 20 years in the industry.

Simon writes his own investment newsletter – True Value. This follows the strategy he established in 2007 and is based on assets that are priced way below their true value.  He scours the worldwide markets for equities, bonds and alternative investments to find opportunities that fit his conservative and contrarian approach. 


Value investors are downbeat and wary

In stark contrast to last year, this year's Value Investing Congress, the largest value investing conference in the world, was subdued. Simon Caufield…
22 Oct 2012

Five signs that the market has peaked

Knowing when a stock market has topped out is notoriously difficult. But there are clues that can help you, says Simon Caufield. Here, he outlines fiv…
16 Apr 2012

Low interest rates don’t spur growth

In times of recession, central banks have always cut interest rates. But this outdated strategy won't work nowadays, says Simon Caufield. Here's what …
12 Mar 2012

What if this is not a financial crisis?

Measures to fix the global economy haven't worked. But what if we're going about it all wrong? asks Simon Caufield. And if it isn't a financial crisis…
24 Feb 2012

There won't be a recession this year – but 2012 will be brutal

The global economy could see a temporary reprieve in the latter half of this year, says Simon Caufield. But in 2012 there will be carnage. And that wi…
30 Aug 2011

Is this the start of the next great bear market?

Are we looking at the start of the next great bear market in equities? Simon Caufield investigates, and looks at where three of the best bear market s…
4 Jul 2011
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Three reasons you should buy Microsoft today

Microsoft is an 'ugly', unloved stock that has gone nowhere for ten years. Many analysts think the company is a dinosaur which is fast losing ground t…
4 Apr 2011

The world's third-largest bank is bust

Most banks have tried to improve their finances since the credit crunch hit. But not this one. The world's third-biggest bank has been lending like th…
28 Mar 2011

The worst investment mistake you can make

Falling in love with popular stocks is a mistake that even professional investors make. But they are almost always overbought and overvalued. The way …
21 Mar 2011

Japanese government bonds: could this be the best trade ever?

One way to play the terrible state of Japan's finances is with Japanese government bonds, says Simon Caufield. Here, he explains how.
18 Mar 2011

How we can create more jobs and cut the deficit at the same time

Spending cuts alone won't solve Britain's debt problems. We need more jobs. That means encouraging the entrepreneurs who create them. Here, Simon Cauf…
18 Nov 2010

How to short government bonds

Government bond yields have been falling for 30 years. So how do you short government bonds? Simon Caufield explains.
22 Oct 2010

Gold: keep buying or start selling?

You need to know whether gold is good value or not before buying. But how do you value gold? Simon Caufield explains how to tell if it's a good time t…
22 Oct 2010