The Great Investments Programme is a lifetime investment mentoring programme that provides online courseware, access to proprietary online tools and resources and one on one mentoring designed to enable beginner or advanced investors to invest successfully, for life. Risk Warning: All investing is risky.

A Case Study in Shifting Strategy: Learning to Look Beyond Local Markets

Background

Themis had been a member of the Great Investment Programme for five years. Over that time, he regularly joined Alpesh Patel’s webinars, but like many long-term investors, he had stuck with his existing portfolio; primarily focused on UK holdings.

Challenge

Despite years of investing, Themis felt his returns were not keeping pace with global opportunities. He knew that markets such as the US had been performing strongly, but making the switch felt daunting.

Turning Point

In May 2023, after attending more sessions with Alpesh, Themis decided to re-evaluate his portfolio. Alpesh’s insights into the comparative performance of the S&P 500 versus the FTSE were the trigger. Seeing the clear long-term differences gave Themis the confidence to act.

Action Taken

Themis gradually exited his UK-focused positions and began building a US-based portfolio; an important step outside his comfort zone.

Outcome

Since then, his portfolio performance has exceeded his expectations. He describes the shift as “one of the best financial decisions” he has made. Most importantly, he now feels more confident in his investment approach and strategy.

Client Words

"Alpesh’s explanation of the S&P 500 versus the FTSE was a real eye opener. Making the switch gave me confidence, and my US portfolio has far exceeded what I expected. It’s been one of the best financial moves I’ve ever made. A huge thank you to Alpesh!"

— Themis Themistocl

Disclaimer: The experiences shared in this article reflect individual client testimonials and opinions. Past performance is not a reliable indicator of future results. Investing carries risk, including the potential loss of capital. This content is for educational purposes only and does not constitute financial advice.

Important Notes

This case study is based solely on the experience of one Great Investments Programme client.
The reference to growth reflects the client’s personal outcome and is not a guarantee for others.
Past performance or client feedback is not a reliable indicator of future results.
This does not constitute financial advice. Clients should consider their own circumstances and, if necessary, seek independent financial advice.

RISK WARNING: All investing is risky. Returns at not guaranteed. Past performance and case studies are no guarantee of future results.

About
Designed and lead by the award-winning hedge fund manager Alpesh Patel OBE, students learn at their own pace through a carefully developed library of educational materials so they can secure their financial future.
Client Focus
The Great Investments Programme can be used by beginner or advanced investors who seek higher returns from their investments.
Expertise

Achieving better results by explaining technicalities such as market metrics and movements and how to use them to know when (and how) to act.
Optimise returns by managing the self: focusing, gaining awareness of risk profile and emotional detachment.
Creating clearer ways for traders to understand market influences and catalysts for change.

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