Financial Advisor
Allan Gray asset management recently came under fire in an article, in which the author opined their recent poor relative performance. The author, who will remain nameless as I think he may have been looking for publicity, blamed the disappointing
For 3 years now cash has been masquerading as the King. But I am sad to announce, “the King is dead, long live the King!” The reason I say masquerading is the fact that cash can never rule for long
Harry Markowitz developed Modern Portfolio Theory, which theorized that investors could design a portfolio to maximize returns by accepting a quantifiable amount of risk. In other words, investors could reduce risk by diversifying their assets and asset allocation of their investments using
Driving to Cape Town on the N2 last week I witnessed a young lady come to near standstill as she turned her head around to look-in her back window in order to check on approaching traffic before changing lanes. This
The recent COVID-19 crisis should be a reminder that sh…t happens and the importance of stress testing your personal finances. The shape of the recovery is best described by the letter K with the upward sloping arm of the K
Guru investor Terry Smith, founder of the phenomenally successful Fundsmith in the UK, has a remarkably simple investment philosophy based on three investment rules: Invest in a good business Pay a fair price for the business Do nothing! I will
“Never let a good crisis go to waste”. Winston Churchill Have you ever stood on a cliff and felt the way your mind and body respond to the threat of being one step away from sure death? It is a
Value style managers have struggled on a relative basis to keep up with broad market indices, which have been driven higher by a handful of mega-cap quality / growth companies mainly listed in the US. Value managers have been underweighting
The tile of this week’s article sounds more like a tropical storm warning than a warning to investors, which may be appropriate given that TINA can be just as devastating on your wealth as a category five hurricane when making
The debate on active vs. passive investment strategies is never ending. If you google active vs. passive there are tens and thousands of articles on the topic. For less informed readers, passive investment strategies refer to tracker or index funds,