Reasons for Optimism

Over the past two months, the mood has lifted across markets.  As we expected, our companies rebounded strongly in July with a broadening out of macro-economic concerns and a second quarter results…

0 Comments

Roman Holiday

Everyone wants a Roman holiday!  Americans are back in Paris!  Hotels are full, restaurants are booked, luxury stores have long lines outside, and good luck trying to book a scooter. …

Comments Off on Roman Holiday

A win, win Opportunity

Stock markets have rebounded somewhat from the lows they reached in June. We continue to be at a turning point. As the global economy recovers from the pandemic, underinvestment in…

0 Comments

Luxury brands, NFTs and the metaverse

After two years of absence from museum visits, when a friend suggested that we meet up at the British Museum to see ‘Hokusai: The Great Picture Book of Everything’ exhibition,…

Comments Off on Luxury brands, NFTs and the metaverse

Webinar: Multi-Asset Income Strategy June 2022 investment update

https://youtu.be/SECoqdPzJfU Jean-Yves Chereau, the portfolio manager, reviews our recent performance and discusses our outlook for companies and markets in 2022. Moderated by Jérôme Stern, Managing Partner. Disclaimer: This webinar does not…

Comments Off on Webinar: Multi-Asset Income Strategy June 2022 investment update

Buffett is Buying

In volatile times like these, it helps to take a long-term perspective. Warren Buffet (91) and Charlie Munger (98) have seen their share of global crises, commodity price shocks and…

0 Comments

Buffett’s Berkshire is anything but Brittle

Warren Buffett recently returned to the stage in Omaha for the Berkshire Hathaway annual meeting after a two-year hiatus.  Christopher Rossbach, our chief investment officer, who has been making the…

Comments Off on Buffett’s Berkshire is anything but Brittle

End of content

No more pages to load

Close Menu