“The ultimate way to reduce investment risk is to invest in growth over the long run.” Over 30 years ago, as I embarked on my career as a portfolio manager, a highly respected industry figure shared this profound insight with me. At first...
Emma and James, two seasoned investment professionals, meet in their firm’s conference room overlooking the city skyline. With coffee cups in hand, they delve into a critical discussion about the issues and effectiveness of traditional investment...
During the 2020 stock market crash, we let clients know what we thought, asking to keep calm and distant from the market dynamics. The highest priority is not to get caught by the rise in perceived ambiguity due to the significant movement of the market price. It was...
Why value investing is performing poorly in the last decade? Why value investing lost mojo and some say it sucks. Did something change structurally? The short answer is yes. Then what has changed the course of so-called value investing that used to be...
