A new GPS
In this 6 minute video CIO Paul Moore discusses how to navigate the changing global interest rate environment.
“Another anecdote highlighting how distorted bond markets have become was the issue by Argentina of a 100 year bond at 8% - a country that has a history of default. Back in 1994 we actually made a successful investment in Argentine bonds at a yield to maturity of approximately 65%.”
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.