active investing

Having taken over the reins of Tribeca's long/short fund in 2019, Jun Bei Liu had big shoes to fill. In this episode of Success and More Interesting Stuff, Liu opens...

Are you measuring your performance? If so, are you doing it holistically – taking account of all the wins and losses across your entire portfolio? Then you’re in a...

The origin of the term "frothy" - in an investment context - is disputed, but many attribute it to Alan Greenspan. The former Chairman of the US Federal Reserve is...

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...

“Anybody driving slower than you is an idiot, and anyone going faster than you is a maniac” – George Carlin. A few months back, my colleague Jesse wrote about the...

From an investor’s perspective, a strong case can be made for an allocation to Indian equities as part of an investment portfolio. We have put together a white paper...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

The invention of electricity. Telephones. Automobiles. The internet. They’re all megatrends that revolutionised the world; powerful transformational forces that have...

Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a...

Back in February 2011 my estimation Woolworths' intrinsic value put it at $23.36. At the time the company traded for $26.42, a 13% premium. Six months later, the...