As investors, there is natural and strong preference to consolidate around accepted ‘norms’, or that which becomes a guideline for what is considered normal. And today we witness the arrival of the true mega-fund managers as fund groups rush headlong into wedlock. Show More

Over a 12-month period, 35% of the companies in the S&P500 saw their share price change by more than 50%. 73% saw their share price change by 30%. Show More

Recent stock market volatility has some investors now wondering what the future might hold for their investment portfolio and whether they should be making changes. Why investors should be worrying more about this now, after a period of volatility, than they were two months ago is somewhat of a mystery. Show More

Many would agree that the execution of a patiently prepared home-cooked meal with carefully selected ingredients is a rewarding endeavor. Pre-packaged takeaway is convenient, but is undesirable for many reasons, beyond any immediate satisfaction. Show More

Modern financial theory says that diversification will reduce risk, but how well can you understand a business if it’s one of hundreds in your portfolio? “A lot of people with more diversified portfolios, own a lot of things but know very little about them. We prefer to invest in a... Show More