The Price Isn’t Always Right

To say the current market environment is tough to navigate is something of an understatement. It feels something…

6 mins

Thoughts On Diversification

The concept of using diversification to reduce risk without sacrificing returns is one of the central tenets of…

5 mins

Don’t Be Fooled By The P/E Ratio

In client meetings these days, when the topic invariably turns to stock market valuation, we are increasingly being…

8 mins

Born Under A Lucky Star?

“You must never, as a fund manager, stick your head in the sand saying ‘everybody go away, I’m…

5 mins

(Anti)Trust In Politics

$126 billion is the combined market value of the FAANGs¹ which vanished into thin air when it was…

4 mins

Solid Financial Position

Within our Ten Golden rules, there are those whose primary role is reducing the risk of a permanent…

3 mins