The most common question Investment Managers get are “Is this a good time to enter equity markets?” and “where do you see the markets headed from here?”
Read MoreRead More“I can think. I can wait. I can fast”
Siddhartha, Herman Hesse
Read MoreTruths need to be repeated many times so that they don’t lapse into oblivion
– José Saramago, Nobel Prize winning novelist and journalist
Read MoreThe first principle is that you should not fool yourself, and you are the easiest person to fool
– Richard Feynmann
Read MoreIt was the best of times, it was the worst of times
– Charles Dickens, A Tale of Two Cities
Smart money threatened a 10-15% single-day drop in the US Market if Trump was elected and a one day 100 USD/oz. upward movement in the price of Gold. Well, Trump is king, the US markets have rallied and Gold has declined.
Read MoreInvesting literature is rife with guru’s urging investors to buy companies with competitive advantage.
Read MoreInvestor behaviour is as much a determinant of long term investing success, as a fund manager’s skill in building a portfolio.
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Tell me where I am going to die, so I will never go there
The above quote is attributed to Charlie Munger, universally acknowledged as amongst the wisest men in Investing.
Read MoreOur investment process emphasizes focus on “Secular and Structural” growth opportunities vs “cyclical” ones. Secular and structural implies growth irrespective of economic conditions while cyclical implies opportunities that will be affected by trends.
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