TCO - Simon Property Group: A Worst-Case Scenario Priced In

Co-produced with The Value Portfolio

Crises such as the one we are all enduring these days bring out once in a lifetime opportunities for long-term income investors. To benefit from such opportunities, you need to do the following:

• Identify which company can withstand a severe crisis.
• Check whether such a company will strive after the crisis is over.
• Last but not least, you need to assess whether you can invest in this company at a bargain price.
• Since yield is important for us, dividends can be a secure source of income when the markets are