Strong Fundamentals

As we wrote back in September, we are amidst an extraordinary transition period, as the global economy attempts to enter a post Covid-19 world. This period is characterised by strong…

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Remember the Big Picture

At J.P. Morgan’s recent third quarter results call, Jamie Dimon, Chairman and CEO, was asked about comments he had made about the supply chain problems easing and what he had…

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Patience required

Transitions are difficult periods.  By definition, they follow periods of clear direction, they can last a long time, and their outcomes are uncertain.  Some of the most impactful transitions unfolding…

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What’s Possible

“I think about all the young kids who will be watching this summer.  No matter what happens, I just hope that their parents, teachers and club managers will turn to…

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If only we knew…

We like market routs because we can buy more for less.  This week our friend Rob Armstrong, former editor of Lex, launched a new investment column in the Financial Times…

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The Next Trade

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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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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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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