Identifying trends and catalysts in stocks
requires skill and experience…
Daring to be different
Contrarian investing has witnessed
remarkable success stories over the
years
Safe as houses?
Overall, property warrants a place
alongside equities within our basket
of growth assets
The many dimensions of sustainability
One can achieve substantial results and benefit through better long-term
risk-adjusted returns
Richest match in football
Several sectors within commercial real
estate still present promising long-
term prospects
Carolean Carousel
There is a natural linkage between the
concept of success and that of succession
Football versus Soccer
…many UK companies (and in particular
mid-caps) are an undervalued opportunity…
In Changing of the Seasons We (Investment) Trust…
Selling investment trusts at this time does not feel economically rational
Monthly viewpoint – March 2023
When sizeable banks fail investors are
rightly nervous, and this was immediately
reflected in markets
Lessons learned from the bank-run playbook
… it’s easy to fall into a state of complacency from overly relying on quantitative indicators…