Investments / General

What it takes to outperform during periods of extreme uncertainty

To outperform the market in recent years, investors have had to hone their risk management and hedging strategies, increase their focus on asset allocation, and proactively seek out pockets of opportunity.

Peering through the smoke

Of the companies we research, the tobacco industry has some of the best structural fundamentals. Tobacco consumption is relatively price-inelastic, which means that price increases can make up for falls in sales volumes.

Investing when the market blows hot and cold

It is amazing how many major events the year has already delivered – and we are only halfway through.

When the tide goes out – we see who isn’t wearing shorts