Opportunities ahead

Our World Stars Global Equity strategy performed strongly last year despite the geo-political and macro-economic issues, up 30.7% in US dollar terms.  As we summarize below, our positions in digital…

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The Golden Path

This time last year we were in the midst of the storm caused by US Feds raising interest rates from close to nothing to normal levels.  We wrote then that:…

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Investment Commentary

“The basis of successful investing is the thoughtful analysis of the fundamentals “ Philip Fisher Our World Stars Global Equity strategy has done well this year.  We are not surprised…

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