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Mar 31, 20213 min read

An Open and Shut Case

Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...

Dec 1, 20164 min read

Why Value Investors Don’t Have to Restrict Themselves to Cheap Stocks

I’m thinking about launching a smart beta ETF called the “Smart Alpha Smart Beta ETF”. It would invest only in shares that go up. At the...

Dec 1, 20164 min read

Value Investing is Not the Same Thing as Value Indices

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I’m thinking...

Mar 31, 20165 min read

Is Multi-Asset a Gimmick?

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...

May 1, 20135 min read

10 Golden Rules of Equity Investing

"A balance sheet is like a backbone" Treatment of minority shareholders When considering a company, the first question you need answered...

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