The search for management teams that can compound returns in a low growth world (Part 4) July 25, 2019 IntroductionHigh-quality business executives are essential for compounding returns, as good stewardship is required to grow earnings over a long period of time. [...] Read more
Low growth world no Global funds – the 2019 winners and losers July 23, 2019 Gold is negatively correlated to most assets classes but in the bull market in equities in 2019 a gold fund run out [...] Read more
