Investing for the long term

“The longer you can look back, the farther you can look forward.”

Winston Churchill

“Our job is, as far as it is sensible, to replace adjectives with numbers in forming investment opinions.”

Active Investing – a Bottom-up View

Funds that cling onto old organisational architectures and research processes may find themselves increasingly becoming suppliers of inefficiencies rather than exploiters. With an expansion of knowledge comes an expansion of opportunities to exploit inefficiencies...

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