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Global markets continued to rise in October, with relatively upbeat economic data allowing investors to shrug off political concerns in Europe and Asia. Against this backdrop, the fund delivered a modestly positive return during the month…
As the summer has progressed, global stock markets have become increasingly narrowly focused, returning to the themes that drove behaviour in the second half of 2016. Markets have appeared singularly fixated on stocks that are seen as proxies for Chinese credit growth with the rest of the market languishing behind…
Although the portfolio’s performance has been disappointing in recent months, we retain absolute conviction in the investment strategy. Our response to short-term underperformance is to continuously retest our investment hypothesis. In doing so, we conclude that our strategy is very appropriate for the current investment context…
We have always encouraged dialogue with our investors and understandably some have been in touch, not only to express their disappointment, but also to seek answers as to why the fund’s recent performance has suffered. In the following video, Neil explains events and what they mean for the fund’s strategy
As regular readers will know, our long-term approach to investment management is encapsulated in a patient capital investment style. We look beyond market volatility and focus on the long-term fundamentals of businesses. This is always the case but particularly so over the past few weeks…