2017 Q3 Comments from the Chief Operating Officer

By Rob Dower

Over the course of history, scientists and engineers have made steady progress, with each discovery or...

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2017 Q3

Companies

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

Reading time: 13 mins

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

Investment insights

The value of bitcoin

By Jacques Plaut on 24 Oct 2017

Reading time: 10 mins

The total market value of all bitcoins is US$80bn, which is more than the value of Richemont and triple the value of Anglo American. It is the topic on which...

Offshore investing

Emerging market equities: looking beyond the mega-caps

By Woojin Choi on 24 Oct 2017

Reading time: 7 mins

Our offshore partner Orbis launched an Emerging Markets Equity Strategy in January 2016. Later that year it broadened the mandate of its Asia ex-Japan Equity...

Personal investing

The four fundamental skills of all investing

By Morgan Housel on 24 Oct 2017

Reading time: 6 mins

We are excited to introduce guest contributor Morgan Housel, a partner at the  Collaborative Fund (US), and an expert in behavioural finance and investing...