Adrian Warner

Adrian is the Managing Director and Chief Investment Officer of Avenir Capital and is responsible for the portfolio management of the Avenir Global Fund. He holds a Master of Business Administration (MBA) from Harvard Business School.

Expertise

What does the future hold for your portfolio?

Adrian Warner

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

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Home Cooking and Value Investing - Why Careful Ingredient Selection and Patience Pays Off

Adrian Warner

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

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The myth of diversification

Adrian Warner

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

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