Insights

Portfolio Holding Focus: Microsoft Corporation (MSFT-US) Microsoft Corporation is a household name in IT and particularly software. Its business...

Portfolio Holding Focus: Intuit (INTU‐US) Intuit Inc provides financial management software directly to business consumers and accountants. Predominantly, its products are focused on...

Portfolio Holding Focus: Medidata Solutions Inc (MDSO-US) Medidata Solutions Inc develops cloud-based software solutions for clinical research. Its customers...

Portfolio Holding Focus: Wayfair Inc (W-US) Wayfair Inc offers one of the world’s largest online selections of furniture, home...

Portfolio Holding Focus: Hermès International (RMS-FR) Hermès International manufactures, distributes and sells luxury apparel products, including leather goods, ready-to-wear...

Portfolio Holding Focus: Amazon.com Inc (AMZN-US) Amazon.com Inc provides global online retail shopping services to consumers, sellers, enterprises and...

Part 1 of our article “Beware the index!” took a general look at the composition of market indices. We...

Most broad-based equity indices predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality commodity-based businesses,...

Experience and academic research indicate that it is difficult for even the most skilful fund managers to produce net...

We face a low growth, low inflation and low interest rate world over the next decade and beyond due...

Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to...

Hyperion Asset Management “Hyperion” is a client-centric, alpha seeking business; our primary objective is to protect and grow your...

A multi-billion-dollar asset manager, whose top investments include an internet auction website and healthcare darling CSL, has taken the...

To successfully ride (and take advantage of) short-term sentiment in equity markets, investors need to understand that there are...

Market indices are made up of large and capital-intensive businesses, dependent on old technology. These businesses have performed well...

Unless you feel confident that the index contains companies with long-term growth potential, it might not be the best...

Successful equity investors understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to...

This time last year, we made a call on Corporate Travel Management (CTD). At the time, we believed the market was...