Opinion Liberation or Obliteration?

Liberation or Obliteration?

“The only way this problem can be cured is with Tariffs, which are now bringing tens of billions of dollars into the USA. They are already in effect, and a beautiful thing to behold.” – Donald Trump, US President “When those with the most knowledge and the largest platforms subordinate truth to political alignment, they…

Opinion Quality managers face their moment of truth

Quality managers face their moment of truth

For many years now, we have had a strong bias towards the Quality style of investing within our clients’ portfolios and our house-view funds. Traditional quality fund managers will pick the stocks of companies that have a track record of consistent earnings growth, whilst maintaining healthy balance sheets throughout good and bad times. These quality…