Capital Stewardship

Investor Summit 2025: Why Long-Term Investors Should Be Paying Attention

In a world fixated on speed, volatility, and the illusion of instant returns, the true edge in investing remains unchanged: patience, discipline, and long-term thinking. It’s easy to be swept up in the noise – social media trends, algorithmic trades, and investment fads that vanish as quickly as they rise. But as any seasoned investor […]

Investor Summit 2025: Why Long-Term Investors Should Be Paying Attention Read More »

Embracing Uncertainty: The Investor’s Path to Acceptance

The world of investing is, by its very nature, a realm of uncertainty. No matter how sophisticated our tools, how robust our strategies, or how informed our decisions, the future remains fundamentally unknowable. Yet, paradoxically, it is within this uncertainty that great opportunities lie. The art and science of investing hinge not on eliminating uncertainty

Embracing Uncertainty: The Investor’s Path to Acceptance Read More »

Reflections on 2024: A Year of Fortitude, Lessons, and the Steadfast Pursuit of Excellence

As the sun sets on 2024, my approach to investing has again been characterised by resilience and stewardship. My efforts to diversify my portfolio geographically have continued, leading to a year-end weighting of 68.9% towards UK equities, 9.3% US equities, 7.3% Asian equities, 2.8% Swiss equities, 1.1% European equities, and 10.6% cash, including bonds. While

Reflections on 2024: A Year of Fortitude, Lessons, and the Steadfast Pursuit of Excellence Read More »

Getting Things Done

To those of you that know me well, I doubt you’ll disagree with the statement that my ability to organise my calender leaves something to be desired. I’m often presented with numerous opportunities – whether personal or professional – and being the optimistic person that I am, often jump in head first to try and

Getting Things Done Read More »

Join the List

Occasional notes on investing, process, behaviour and long-term capital stewardship.

Capital Ledger is written for readers who prefer considered judgement over market noise. The newsletter shares new essays, journal entries and periodic reviews as they are published.

No tips. No trading alerts. No noise.