PinnedInvestors: The one thing separating excellent from competentIf you’re hard-working, intelligent and good at exams you can become a fund manager. But that won’t make you a great fund manager. That…Feb 2, 202317Feb 2, 202317
PinnedThe Anatomy of a Fund UniverseThere are eleven types of mutual fund: knowing them will help you find the good and avoid the bad.Sep 24, 20221Sep 24, 20221
How to make an ‘Index-Plus’ fund that actually worksMost of the industry’s attempts to smooth the journey have been overpriced failures. Why? And how could this be fixed?Oct 30Oct 30
Will The Curse of St Vidia strike again?For the past year, one specific day each quarter has dictated what happens in markets for the next three months. The next one falls on 28th…Aug 21Aug 21
Ten Tips for Investing SuccessI’ve read a lot of books — here are ten of the best and the investing lesson each taught me.Apr 302Apr 302
What’s The Biggest Risk You’re Taking?If you’re a portfolio manager and you don’t know this, you probably should…Jan 31Jan 31
Should you invest with The Avengers? Or with Thanos?The Avengers look chaotic, while Thanos’ investment process looks good on ‘E’ for Environmental (but should we mark it down on the ‘S’ for…Dec 5, 2023Dec 5, 2023
What’s the best way to run a fund?I’ve heard thousands of investment philosophies and processes. Which is the best?Nov 22, 2023Nov 22, 2023
If I could only pick one type of fund, which would it be?What’s the best hunting ground for fantastic ten-year returns?Oct 18, 20231Oct 18, 20231
Crash of The TitansInvestors are abandoning small caps in favour of big companies, because the behemoths always fare better in tough markets, right? Nope…Sep 27, 2023Sep 27, 2023
