Reasons for Optimism

Over the past two months, the mood has lifted across markets.  As we expected, our companies rebounded strongly in July with a broadening out of macro-economic concerns and a second quarter results…

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A win, win Opportunity

Stock markets have rebounded somewhat from the lows they reached in June. We continue to be at a turning point. As the global economy recovers from the pandemic, underinvestment in…

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Buffett is Buying

In volatile times like these, it helps to take a long-term perspective. Warren Buffet (91) and Charlie Munger (98) have seen their share of global crises, commodity price shocks and…

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Resilience in Times of Adversity

This week’s invasion of Ukraine by Russia has thrown major new complexities and uncertainties into the geo-political and macro-economic outlook.  Markets had already been pricing in the possibility of escalating…

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Everything may be OK

“There is a basic investment principle which by and large seems only to be understood by a small minority of successful investors.  This is that once a stock has been…

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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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