Letter to Investors – March
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April 12, 2021
In our March 2021 Letter to Investors we take a look at how equity markets are currently digesting higher bond yields and how corporate earnings will now likely be relied upon to drive the next leg of market growth.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
Why equities are still king
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April 12, 2021
In our Investment Strategy Note we review the mammoth outperformance of stocks over the long run versus bonds and cash, including why we expect this to continue in the future despite calls by some of excess equity market valuations.
Letter to Investors – February
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March 9, 2021
In our February 2021 Letter to Investors we take a look into recent bond market volatility and what it might mean for equity market leadership.
Don’t follow good short-term performance, follow long-term performance
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March 9, 2021
In our Investment Strategy Note we discuss how even the best long-term performing fund managers always have shorter term periods of underperformance – it’s not a bug, it’s a feature of the best.