Quality stands the test

The Covid-19 is the first pandemic of our globalized age.  It is also the first serious crisis we have faced with our investment approach since we started our World Stars…

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Response to the sell off

As long-term investors we are used to thinking about different outcomes, including extreme ones, and trying to ensure that our investments have the quality and value to weather the crises…

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What a year it has been!

One of our themes this year has been the progress achieved across so many measures of human life, health and prosperity, and that offers a justified cause for hope that…

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Everything may be ok

Earlier this year, a classic Matt cartoon from the Daily Telegraph had an English couple walk by a deranged-looking man holding up a sign saying “Everything may be OK”.  The…

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Taking a step back

“Economies are not delivering for most citizens because of weak competition, feeble productivity growth and tax loopholes.  The answer needs to start with acknowledgement of the fact that something has…

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