Investment Research

We would love for you to read our investment research found in our quarterly reports and key investment theme publications. These research pieces are available to keep our investors, current and prospective, informed of our overall investment strategy and important capital allocation decisions.

Please review our Quarterly Review Reports and Blog Articles, we can also be found on Twitter where we comment on recent market events and data.

 

Important Disclaimer

The investment strategy and capital allocation decisions communicated in these reports are made in the context of an overall portfolio strategy. Not all investment or capital allocation decisions will provide a positive return as envisaged because investment managers in the financial market environment do not have the luxury of certainty. We both formulate and make investment and capital allocation decisions based on probabilities and our assessment of potential reward relative to downside risk.

We incorporate a diverse spread of investments which covers a wide range of investment themes and strategies. This is an important tool for diversifying and lowering the overall risk attached to our funds. Clients should recognize the importance of portfolio diversification when trading in their own capacity external to our funds. To this end, they are encouraged to seek additional investment advice should they consider a personal investment in one or more of the investment ideas or themes detailed in these reports.

Investors should recognise the importance of portfolio diversification when trading in their own capacity external to our funds. To this end, they are encouraged to seek additional investment advice should they consider a personal investment in one or more of the investment ideas or themes detailed in these reports.