On a quarterly basis we like to share our current thoughts and insights with our clients and newsletter subscribers. Please peruse our insight newsletters below and ensure you subscribe to our newsletter mailing list below, to receive them as they are released.

Team Insights – Q2 June 2019

Quarter 2: June 2019. “What if the cost of capital never rises again?” To ponder this is an interesting exercise but largely futile...


Team Insights – Q1 March 2019

Instead of giving you an update on how the market performed, what new economic data has been published etc… we thought we would provide you with a look at investor behaviour.


Team Insights – Q4 December 2018

Quarter 4: December 2018. Sentiment has shifted and as per history boredom has given way to worry, worry has given way to fear - let’s see if panic kicks in.


Team Insights – Q3 September 2018

Quarter 3: September 2018. In a stormy market, the value investing discipline becomes crucial...


Team Insights – Q2 June 2018

Quarter 2: June 2018. As we know, history doesn’t always repeat, but it does often rhyme.


Team Insights – Q1 March 2018

Quarter 1: March 2018. Quote of the Quarter: “[Those holding cash] are going to feel pretty stupid” – Ray Dalio, Feb 2018


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