Investment Letter Q1 2024

“Courage is willingness to take the risk once you know the odds. Optimistic overconfidence means you are taking the risk because you don’t know the odds. It’s a big difference.” Daniel Kahneman The year so far has seen incremental evidence pointing towards stickier...

The Times: A day in the life of a financial adviser

If you’ve got £3 million to spare this exclusive service can manage your investments – and make sure your kids don’t go wild on designer gear Ross Elder and Kamila Samin It’s 9am, and I’m standing outside a lofty Victorian building minutes away from...

Commodities – 
Pedal to the Metal

Commodity companies have suffered years of underinvestment which has created an ever-widening gap between future demand and future supply. As the world transitions to a more sustainable future, we believe commodity equities currently offer investors an attractive...