Investment Thoughts and Perspectives

Insights

One View on Beating the Market

In his autobiography, A Man for All Markets, Ed Thorp writes that as against the idea of efficient markets, there are pockets of inefficiencies...

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We Do Not Invest in China’s Stock Market

In a return focused world, we like to categorise ourselves as risk-focused investors. Indeed, we run our affairs with the motto that we would...

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Where We Draw the Line – China, Alibaba, and Red Flags

One of the rules with which we manage our affairs is to not invest in businesses that we cannot fully understand or where our...

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A Leader in Digital Transformation – Dassault Systèmes

Industrial software is playing an increasing role in manufacturing digitisation in recent years. In an increasingly competitive environment, customers are prioritising investments in digital...

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Corporate Buybacks – A Double Edged Sword?

A system awash in liquidity and the consequent asset price inflation results in capital misallocation decisions. One such area is corporate buybacks. A decision...

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