Given the external shock created by Brexit and the initial impact on our UK and European Investments, our CIO Paul Moore provides a further update on Brexit and the global markets in our June quarterly video update. "So clearly with Brexit it is a more difficult environment; uncertainty has increased. On the other hand, valuation disparities are at record levels and that is the environment in which you really have to stick to the framework of your philosophy and process. Make sure that emotion does not over ride that. Otherwise you are vulnerable to increasing your exposure to those areas that you actually want to be walking away from. This is what we are really concentrating on at the moment". (VIEW LINK)
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.