Buy CMBT: Shipping Poised To Outperform Into 2026

Core Insights - The shipping industry has demonstrated significant market outperformance over the past decade, with Value Investor's Edge (VIE) achieving an internal rate of return (IRR) of 38.7% and cumulative returns exceeding 25 times [1][2] - VIE's long-only model portfolios have outperformed the S&P 500 by 75% in 2022 and produced an average annualized return of 43% over the past 8 years [1][2] Industry Analysis - The report outlines four reasons why the shipping industry is particularly attractive heading into 2026, indicating a positive outlook for the sector [2] - VIE specializes in deep value research within maritime shipping, offshore energy, and energy infrastructure, led by a team of 11 analysts and data experts [2] Company Performance - VIE has consistently delivered strong performance since its launch in 2015, with long-only models outperforming broad market indices [1][2] - The research community at VIE includes over 750 members, providing exclusive analytics, research reports, and earnings coverage [2]