In the face of a blizzard of information, the sharing of insights is a critical part of what we do. We try to focus on the issues that matter: issues that will drive long-term trends, not short-term sentiment. A key aspect of investing in an age of 24-7 news feeds is knowing what matters and knowing what to ignore.
Across a range of media, from video to podcast to traditional investment letters, we regularly share pertinent nuggets of market intelligence which we believe our clients will find both interesting and insightful.
Here you will find a broad variety of articles, thought pieces and commentaries covering observations on the macro-economic vista, deep analysis of specific company fundamentals, and much in between. Please note that some articles are excerpts of much longer pieces which are only made available to existing investors.
We hope you enjoy the read, but please bear in mind that we’re fallible, and that this is intended to give you some insight into our thinking and not to be a basis for investment decisions.