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, 2023A response icon17Feb 2, 2023A response icon17
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, 2022A response icon1Sep 24, 2022A response icon1
The end of the perpetual-motion market?Are we witnessing the demise of the everyone-does-nothing investment model?Jul 1Jul 1
The Loneliness of the Long-Distance InvestorWinning over a year is different to winning over a lifetime — how?Nov 20, 2024Nov 20, 2024
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 30, 2024Oct 30, 2024
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 21, 2024Aug 21, 2024
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 30, 2024A response icon1Apr 30, 2024A response icon1
What’s The Biggest Risk You’re Taking?If you’re a portfolio manager and you don’t know this, you probably should…Jan 31, 2024Jan 31, 2024
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
