Asset Allocation
Ned Bell

With the painful Q4 2018 drawdown and subsequent sharp YTD rally in global equity markets behind us, many investors are currently thinking – where to from here? The unfortunate reality is that we are in the very late stages of what has been an incredibly long bull market in equities. The... Show More

Ned Bell

Only a few companies truly stood out from the 170 we met with on a recent trip. One of them, a smallcap healthcare stock, uses iPhone cameras in single-use, disposable endoscopes, and we forecast earnings to grow 3-fold over the next 4 years. We discuss this and several other standouts... Show More

Ned Bell

We recently met with 170 companies as part of a research road trip that crossed the US and Europe, to test existing investment theses, and look for new opportunities and trends. One key takeaway was that we have found far more attractive opportunities in global small to midcap (SMID) companies.... Show More

Ned Bell

The purpose of this analysis is to explore the risks and opportunities that come with what we call the ‘Modern Day Disruptors’. More specifically, we will look at the potential winners and losers from the perspective of a global equity investor and aim to answer the most important question: Will... Show More

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