The Importance of an Investment Process

Posted Posted in Investing

Let me set the scene. Last Sunday morning I was driving on the Kiama bends on the south coast of NSW, Australia. In my rear vision mirror, I happened to notice a car cornering substantially faster than any other car. It was approaching my car very quickly.

Risk, Uncertainty and Volatility – Should you be investing?

Posted Posted in Investing

Should we be investing now given the current levels of risk, volatility, and uncertainty in financial markets? This was a question we were asked several weeks ago during a presentation. We shared our response to this question in our most recent monthly Portfolio Update – sent to those clients that have engaged our Individually Managed […]

Never underestimate the power of doing nothing.

Posted Posted in Investing

– Post from early 2016 – In soccer, when the defending team commits a foul near their own goal, the attacking team are awarded a ‘penalty kick’. A penalty kick involves an attacking player receiving a ‘free shot’ on goal from 12 yards out, with only the goalkeeper to beat. Several notable psychological studies have analysed […]