Latest monthly commentary
Financial markets have reacted to the disruption being wreaked by the Covid-19 virus. The impact of shutting down whole cities, and now countries is a new shock, one most of us have never experienced. It is a 'tail risk' a 'black swan' event, impossible to predict.
our investment beliefs
The reason many investors lose money in equities is because of their lack of knowledge about the businesses in which they invest
and their lack of experience in managing the inherent risk in equity markets.
Minimising losses is central to the effectiveness of compounding returns and wealth creation.