Billionaire investor Bill Ackman has said the recent market volatility has created a rare opportunity for investors to buy high-quality companies at low prices, regardless of the ongoing global uncertainty. In a post on X, Ackman said that many strong businesses are currently undervalued due to broader macroeconomic fears. He urged investors to focus on long-term value instead of short-term market noise.

“Some of the highest quality businesses in the world are trading at extremely cheap prices,” Ackman wrote. “One of the best times in a long time to buy quality. Ignore the bears.”

His comments come as markets remain unsettled by rising energy prices, persistent inflation concerns, and uncertainty around interest rate decisions by the Federal Reserve.

Specific bets on mortgage giants

Ackman also wrote that US mortgage firms Fannie Mae and Freddie Mac as particularly attractive investments. He stated these companies as “stupidly cheap” and suggested they could deliver strong returns in a relatively short period.

He added that the current situation offers what he called a highly “asymmetric” opportunity, where potential gains could significantly outweigh the risks in select stocks.

Geopolitical tensions and market sentiment

Ackman also linked market sentiment to global geopolitical developments, particularly tensions involving Iran. He suggested that a resolution could have a positive impact on markets. “One of the most one-sided wars in history that will end well for the US and the world. And we have the potential for a large peace dividend,” he stated on X.

President Donald Trump indicated that progress is being made toward ending the conflict. He said that while a peace deal could be close, failure to reach one soon, along with continued disruption in the Strait of Hormuz, could lead to US action against key Iranian energy infrastructure.

Disclaimer: This article provides factual analysis only and is not, and should not be construed as, an offer, solicitation, or recommendation to buy or sell securities. Investors must conduct their own independent due diligence and seek advice from a registered financial advisor in the respective jurisdiction.