Monthly Commentary

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The Year of the Rooster

It is the Chinese Year of the Rooster and there is quite a lot to crow about. The US and European economies have continued their strong performance, reflected in sustained economic growth, robust employment and rising markets. Read more »

It's the fundamentals, stupid!

Our conviction is to invest in quality and value, do our own work and invest for the long-term. 2016 was a profitable year for us despite the political upheavals because we were right about following the fundamentals. Read more »

Hope for the Best

Hope for the best, prepare for the worst, and expect the unexpected—putting the US elections in perspective. Read more »