The ability to follow an investment approach is much harder during a disappoiting period of performance

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There’s one thing that markets don’t
like and that’s uncertainty

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Identifying trends and catalysts in stocks
requires skill and experience…

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Contrarian investing has witnessed
remarkable success stories over the
years

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Overall, property warrants a place
alongside equities within our basket
of growth assets

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One can achieve substantial results and benefit through better long-term
risk-adjusted returns

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Several sectors within commercial real
estate still present promising long-
term prospects

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There is a natural linkage between the
concept of success and that of succession

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…many UK companies (and in particular
mid-caps) are an undervalued opportunity…

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Selling investment trusts at this time does not feel economically rational

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