Part 4 – Why high-quality businesses can handle high inflation better than most other investments
Research papers · 6 October, 2021
Part 3 – The relationship between growth, inflation, interest rates and valuations
Research papers · 6 October, 2021
Twenty Nine White Papers
Savvy investors · 2 September, 2021
Part 2 – Why the rotation to lower quality value stocks will not be sustained
Research papers · 18 August, 2021
The difficult quest for long-term alpha after fees revisited
Research papers · 10 August, 2021
Part 1 – Why the recent increase in inflation and growth is temporary
Research papers · 9 August, 2021
Revisiting a low growth, low interest rate, low inflation world through COVID-19
Research papers · 2 August, 2021
Equity returns are driven by the few not the average – back the winners!
Savvy investors · 28 August, 2020
Why active investment management businesses fail
Savvy investors · 18 August, 2020
The death of the value anomaly revisited for COVID-19
Savvy investors · 18 August, 2020
Excessive FUM destroys active asset management firms
Savvy investors · 6 August, 2020
Hyperion’s mission, values and beliefs
Savvy investors · 11 May, 2020
Conviction investment and the importance of portfolio construction in generating long-term alpha
Savvy investors · 29 November, 2019
Natural resources are finite, and so is global economic growth
Savvy investors · 24 October, 2019
Why the value anomaly is dead – In a structurally low-growth, low inflation, low interest rate world
Savvy investors · 23 September, 2019
The death of the value anomaly in a low growth world (Part 3)
Savvy investors · 22 August, 2019
The search for management teams that can compound returns in a low growth world (Part 3)
Savvy investors · 25 July, 2019
The importance of compounding returns in a low growth world (Part 2)
Savvy investors · 7 May, 2019
Exponential growth and compounding returns (Part 1)
Savvy investors · 17 April, 2019
Beware the index! (Part 2)
Savvy investors · 19 January, 2019
Beware the index! (Part 1)
Savvy investors · 6 December, 2018
The difficult quest for long-term alpha after fees
Savvy investors · 10 August, 2018
Reflections on structural macro headwinds…and what they mean for long-term equity market returns
Savvy investors · 30 July, 2018
The economic costs of excessive short-termism
Savvy investors · 4 August, 2011
