Category: Alert

Rising costs, interest rates, and capacity constraints remain a concern. But we are still focused on capturing value in this difficult market.

The fallout from the Evergrande crisis, as well as inflation worries, proved to be a drag on the markets. Here’s how we fared in September.

Delta, China’s slowdown, and summer-holiday bikinis have all distracted the market. But our long-term investment strategy remains intact.

There’s been some heavier drawdown this month as the market shows signs of more egregious fears sweating across the brows of investors.

June has been bumpy as the market takes a pause, looking for direction. Which way will the winds of inflation blow?

As speculative companies falter, our robust value picks continue to steadily grow. Here’s where we’re seeing long-term potential.

What we are seeing now is continued recovery from Covid fear, exemplified by our portfolio of quality businesses with managed downside.

March has been a warm and prosperous month. Our investors have benefited hugely from a recovery led by vaccination and pent-up demand.

February was on a tear, thanks in part to excellent vaccination progress in the UK. We have considerable focus here due to opportunity.