inflation hedge

We have a relatively sanguine outlook on inflation, as discussed in “Part 1: Inflation – Tall Tales and True Causes.” Perhaps you don’t share our view. Or perhaps like...

While the Fairlight investment process is predicated on bottom-up fundamental stock research and is not reliant on macroeconomic forecasting, one factor carefully...

Preserving capital whilst maintaining real income in an inflationary environment is an important challenge for investors to consider. Andrew Lockhart, Managing Partner...

Not really. In the words of Seth Klarman the legendary deep value Boston based hedge fund manager (of Baupost): “Never stop reading. History doesn’t repeat, but...