Category "Investment Approach"

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Unlocking India’s potential

This was my first lesson in India. When you arrive in the country, you don’t just land at the airport, India lands on you.

April 7, 2015 8 Mins
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Escalated danger rating

Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.

February 5, 2015 4 Mins
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A wish for more inclusive prosperity as we move forward

In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and...

December 30, 2014 3 Mins
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Language matters

Just how important is a common language to investing? While some investors view it as the sort of soft, fluffy stuff best left to liberal arts majors, empirically—and in our experience— it is an essential feature of high performing investment...

July 24, 2014 21 Mins
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Fraudster alert: 10 ways investors can avoid being duped

History is ripe with hucksters. Investors were reminded of this again this month when stock market darling Gowex declared bankruptcy.

June 17, 2014 11 Mins
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The leopard and his spots: Deception in emerging markets

In a recent National Geographic article, paleontologists reported the discovery of a new fossil. The 126 million year old creature was given the name Cretophasmomima melanogramma which sounds slightly more exotic than its meaning: ancient black-lined stick insect.

May 29, 2014 2 Mins

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