Quality Prevails

This month marked a historic Berkshire Hathaway annual meeting.  It was a celebration of Charlie Munger’s legacy, Berkshire’s record of creating a company with US$897bn of market value and US$578bn…

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Making shareholder engagement count

What is the difference between William Tell and outgoing Sika chair Peter Hälg? William Tell represents the myth and reality of Swiss independence. Not too far from here, the famous…

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A tech bubble? We’re not even close

Nvidias’ valuation is “very reasonable” and Alphabet is cheap, according to J. Stern & Co.’s Chris Rossbach. Investor demand for tech companies has skyrocketed in recent years and so have…

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Opportunity knocks beyond the magnificent seven

The ‘great rotation’ in stock markets since the US Fed started raising rates at the end of 2021 has favoured many great technology companies.  However, the rotation has left behind…

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Engagement Matters

The strong performance of our World Stars Global Equity strategy has vindicated our view that the US and European economies would continue to be resilient and that the ongoing strength…

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