Swen Lorenz – Carefully Consider Liquidity in Your Portfolio

<p><strong>BIO: </strong>Swen Lorenz is a passionate public equity investor and the face of Undervalued-Shares.com. With over 30 years of experience in investing, Swen has a knack for finding exciting investment opportunities in very unexpected places, which he discovers while traveling the globe.</p><p><strong>STORY:</strong> Swen had a 12.5% stake in a German fund manager performing well. A competitor wanted to buy up companies in that space and approached Swen to ask other shareholders if they would sell. The company didn’t like this, asked the regulator to look into Swen’s affairs, and accused him of all sorts of things. It ended with Swen narrowly losing a contentious proxy battle.</p><p><strong>LEARNING:</strong> Carefully consider the liquidity of the investments you’re holding. Going above the disclosure threshold as an investor is dangerous.</p><p>&nbsp;</p><blockquote class="ql-align-center"><strong>“I’m a big proponent of investing into stuff that’s liquid and where you can get in and out quite easily, even under extreme circumstances.”</strong></blockquote><blockquote class="ql-align-center">Swen Lorenz</blockquote><p>&nbsp;</p><h2>Guest profile</h2><p><a href="https://www.linkedin.com/company/undervalued-shares/" rel="noopener noreferrer" target="_blank"><strong>Swen Lorenz</strong></a> is a passionate public equity investor and the face of <a href="https://www.undervalued-shares.com/" rel="noopener noreferrer" target="_blank">Undervalued-Shares.com</a>. With over 30 years of experience in investing, Swen has a knack for finding exciting investment opportunities in very unexpected places, which he discovers while traveling the globe. His trademarks include extensive investigative reports, which give investors plenty of inspiration and ideas to work with.</p><h2>Worst investment ever</h2><p>Swen invested in a German wealth and fund manager. The company fitted his investment profile; it seemed appealing to his common sense and had huge potential. Swen felt that he was ahead of everyone.</p><p>The compa