investement strategy

Investing in “quality” companies has been a commonly cited phrase in the investing community over the past few decades. There is no better person to encapsulate this...

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...

You make an investment, and it goes well for a while, but then it gets shaky. So you have to make a judgment call: Has the story changed, in which case you sell; or...