Italtile has strong fundamentals at an attractive price
24 January 2018
To improve our chance of investment success for clients, we have a developed a detailed but practical checklist that is informed by our long-term value
The danger of making short-term decisions when investing for the long term
24 January 2018
It is a sad fact that, on average, investor returns underperform reported fund returns because media noise and short-term performance reporting fuel investor fear and
Why we sold our investment in Steinhoff
24 January 2018
The announcement of financial irregularities by Steinhoff early December 2017 meant that we could no longer rely on the numbers on which the reported margins
