2025: Companies not Markets

Every year brings its share of surprises, whether economic, political, or technological. However, not all surprises are bad and not all volatility is negative.  At the end of last year,…

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Honey, Patience and Profits

Investing is a lot like Winnie the Pooh’s pursuit of honey: slow, steady, and guided by a simple but unshakeable focus on the prize. In today’s fast-moving world, it is…

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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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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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