Mr Lee Freeman-Shor from asset manager Old Mutual Global Investors once conducted an interesting exercise: He gave 45 of the world's top investors capital to invest on the condition of just 1 rule - they could only invest in their 10 best ideas with the given capital. This exercise was done over a 7 year period spanning from … Continue reading A Great Book: Lee Freeman-Shor’s “The Art of Execution”
Month: Apr 2017
En Garde! Playing the French Elections & a Frexit?
En Garde! French citizens are once again heading to the polls in what is arguably 2017's most widely and closely-watched high key political event: the French Presidential and Parliamentary Elections! At stake? Possibly the future of the European Union (EU). That's because one of the potential candidates for the Presidency, Madame Marine Le Pen, is calling … Continue reading En Garde! Playing the French Elections & a Frexit?
Anthony Bolton’s Insights On Investing
Anthony Bolton is one of Britain's most well-known investors. He has managed money professionally for close to 3 decades at asset management firm Fidelity Investments. And during those many years at the helm of the Fidelity Special Situations Fund, he has achieved an average annualised return of 20%! Bolton shared his wealth of experience in … Continue reading Anthony Bolton’s Insights On Investing
Review of 1st Quarter 2017 & Portfolio Update
While it was a decent 3 months for both broad equity and bond markets, all my trades did not work out as expected and I cut all my initial positions that were initiated in January. Additionally, a couple of my positions that were USD-denominated also saw valuations affected by the slight weakening of the Dollar against … Continue reading Review of 1st Quarter 2017 & Portfolio Update