It’s helpful to consider the facts and look back at how markets have behaved in previous crises. Below are some of the lessons we’ve learnt from the past that are valuable in the current turmoil.
As portfolio managers, we focus on what we know instead of relying on uncertain media and economic news. We rely on our in-depth research on company fundamentals, which informs our assessment of a company’s intrinsic value.
US investors consistently earn lower returns than the market and the funds in which they invest. This gap in performance is known as the behavioural penalty, and it’s big and relentless.
So much about the future is unknown, and share prices reflect the market’s assessment of the future. This article expands on the theme of an article we wrote in January, ‘The danger of making short-term decisions when investing for ...
US research shows that investors underperform the funds they invest in over time. The reason for this underperformance is called the behavioural penalty. Investors tend to lose out because they chop and change their investments in ...
UK-listed shares have contributed to the SIM Global Equity Income Fund’s exceptional performance over the years. The objective of the SIM Global Equity Income Fund is to provide a targeted and growing stream of income derived from ...
Promoting economic growth and wealth creation is only one of many policy options for South Africa. If South Africa engages in pro-market reforms – as put forward by Professor Brian Kantor in his book, Get South Africa Growing – it is ...
The Berkshire Hathaway annual shareholder meetings offer valuable investment lessons The most important lessons I’ve learnt at the meetings can be summarised in the following four points.
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