News & Insights

Letter to Investors – March
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

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Why equities are still king
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.

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Letter to Investors – February
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.

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Don’t follow good short-term performance, follow long-term performance
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.

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