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Maritime Shipping Set to Outperform in 2023
Released on Tuesday, March 7, 2023•ALTERNATIVE INVESTMENTS
Maritime shipping has recently been in the spotlight due to supply constraints, demand dislocation, port congestion, and several other factors. Although containerships have had their moment in the sun and the supercycle seems complete, there is a serious vessel supply shortage looming in other segments including the dry bulk and tanker sectors, further compounded by uncertainty around Russia oil sanctions and the related oil price cap, which could manifest into outsized gains for savvy investors. J Mintzmyer, a renowned global maritime shipping expert, will walk investors through key industry segments and offer insights on which segments and companies appear best positioned for trades or investments during 2023. Join me for the latest global trade commentary as well as an educational seminar on a fascinating, but often overlooked, a key segment of the global economy. You won't want to miss this one: J's curated shipping model portfolios returned an average of 136% in 2021 and 55% in 2022. Many of these top picks were shared on previous MoneyShow events!
J Mintzmyer, PhD
Value Investor's Edge,
Founder and President
J Mintzmyer, PhD, is a renowned shipping analyst and founder of Value Investor's Edge, an independent buy-side research platform. He is a frequent speaker at investment conferences, quoted regularly in trade journals, and hosts a popular podcast featuring shipping industry executives. The long-only shipping model portfolios hosted on Value Investor's Edge have delivered a 55% IRR over the past six years (over 11x cumulative) and Dr. Mintzmyer is the go-to name for all shipping-related trading and investment topics.
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