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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Stock market broadening

Over the past several years, US stock market performance has been led by a number of great technology companies.  We have always been selective, applying our quality criteria and looking…

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A Resilient Start to the Year

The new year has started well, with solid economic growth, moderating inflation and positive markets.  The large majority of our companies have reported good numbers for the fourth quarter of…

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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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