summer school

Marcus Padley

There is Fundamental analysis and there is Technical analysis. A lot of investors think it ends there. But there is another body of analysis that is essential to the process which is not so obvious, analysis that any fund manager in the small and mid-cap space must master and respect. Show More

James Gerrish

We use derivatives across the majority of our portfolios to improve performance and / or to reduce portfolio volatility. They help us consistently beat the market over time and improve the overall flexibility within our portfolios. We are almost entirely ‘sellers’ of options, and the bulk of our transactions are... Show More

Dominic   McCormick

It's that time of year when investment professionals forecast the year ahead. But how useful are these? As one commentator put it; "strategists are forecasting a gain of around 7% for the S&P 500 in 2018. That's about how much they thought the S&P would rally in 2017. And 2016.... Show More

Nathan Bell

Recently a friend described investing over the past eight years since the GFC as investing for the journey. With the world economy currently enjoying a rare patch of synchronized growth, we’ve now arrived. That means it’s a good time to review your battle plan should markets become far less accommodative... Show More