Webinar: World Stars Global Equity April 2021 investment update

https://youtu.be/EEfZ033BWgg Christopher Rossbach, our CIO and the World Stars portfolio manager provides an overview of our recent performance and our views on the outlook for companies and markets. Moderated by…

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The Next Trade

You are only as good as your last trade is an old adage about short-termism that is a helpful foil for us and our investment approach at times of great…

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Interest Rates and Risk Assets

You’ll never find a rainbow if you’re looking down. Charlie Chaplin Last month marked the one-year anniversary of the start of the new equity bull market. It also marked what…

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Market Rotation and Opportunity

One of our long-standing convictions is that volatility is an opportunity not a risk for long-term investors. Stock prices follow fundamentals and pull-backs like the one we experienced in March…

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The Economics of post-crisis Recoveries

The Oxford University Business Economics Programme has produced a series of lectures on the Economics of Post-Crisis Recoveries that we are proud to be sponsoring. We had an opportunity to…

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Sustainability³ ®

It has been a tumultuous year for the global economy and the markets, but also a year in which our approach of investing in quality companies that have strong and…

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