“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”

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“Geopolitical factors will likely take center stage again, particularly with upcoming US elections and ongoing fiscal challenge”

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“Our dream investment is in an “economic compounder” but at a market valuation materially below
our estimate of its intrinsic value and
true worth.”

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The only questions on investors’ minds are whether the first cut in September will be 25bps or 50 bps and the subsequent pace of cuts

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“Exclusions and sustainable investing
doesn’t just mean saving the planet or driving positive change, but also
makes investment sense which can lead to better returns.”

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“Overreliance on narrow definitions of value should be cautioned, but after its tough slog, value’s next innings
might be one of its finest to come”

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“The dilemma for the Fed and investors
is that the next Federal Open Markets Committee meeting is five weeks away, a lifetime for an impatient and at times volatile market.”

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“China’s high savings rate could support a swift recovery in luxury spending if consumer confidence rebounds.”

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“It must be remembered that all interest rate cycles are different, and history is notoriously unreliable in financial forecasting!”

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“A well defined investment process is crucial for managing the behavioural aspects of investing”

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