‘Time in the market is better than timing the market’
For what it’s worth
‘Relying on such a public pricing mechanism implies a high level of faith on efficient markets and to believe there is no such thing as “the madness of crowds”
This time may be different
History tells us that letting the
inflation genie out of the bottle is a lot easier than putting it back again
Macro Matters
We don’t believe in investing on the basis of macro, but nor do we ignore it
Be smart, be decent: empower women
Gender discrimination is not only terribly wrong, but also plain stupid
Diversify your diversifiers
As we see increasingly these days bonds are not the antidote to a sell off in equities, they can be cause
A Value Renaissance
The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death
ESL, what not to do.
Understanding our
investors requirements and
risk tolerance through open dialogue enabled us to build a robust process which mitigates their risks whilst enabling the fund to aim to hit its return objective