RE: AV vs LGEN17 Dec 2020 19:20
Gulf, I have shares in both, IMHO LGEN has a far superior management team with a clear strategy that they presented recently. Aviva has a good business but have never managed it all clicking in sync hence getting rid of the offshore bits. In many ways Aviva remind me of Tesco from a few years back, alot of offshore businesses that just didnt work being sold off to focus on home markets. Amanda Blanc is as of now unproven, time will tell on this once the offshore businesses have been sold the UK/Ireland/Canada bussinesses will relaly have to perform. I do think that Aviva may make an acquisition in one of the three remaining markets to grow the business. Good luck with your decision and investing.