There are moments in investing when the numbers aren’t the most difficult thing to interpret. We all have access to data, most of us can spot trends, and the market provides a constant barometer of our decision-making. Sometimes, though, the real challenge comes from our conviction softening, not because a single fact has changed, but […]
As an investor, I am constantly assessing whether the companies I own align with my financial objectives and investment principles. Although I consider myself a long-term investor, I will consider letting go of an investment if the business begins to face significant headwinds or persistent operational issues. Today, I’d like to share a little about
Time to Let Go: Why I’ve Moved on from S4 Capital and NCC Group Read More »
In the ever-evolving world of finance, it is the discerning investor who recognises that fiscal policy changes are not merely legislative adjustments but harbingers of new opportunities. The latest UK budget reforms, published last Wednesday by our first ever female Chancellor of the Exchequer, offer much for the astute investor to consider. Initial reactions to
Ask most private investors about their opinion of investing in small companies and they will happily tell you that ‘investing in small caps exposes investors to an information mismatch which enables outperformance’. The idea is a simple one. Big funds with professional analysts have too much capital to deploy to worry about investing in companies
