Given the high level of volatility and the recent market selloffs, we thought it would be helpful to provide our perspective on what we have seen in Global Equity markets in February, March, impact on portfolio and what our outlook is.
Comments Off on Video: Perspective on global equity sell-off
The October 2018 sell-off in global markets has several underlying factors, but the most commonly cited reasons are the rise in U.S. 10-year Treasury yield, concerns on earnings growth and the overall level of valuations.
Comments Off on Why I focus on quality dividends
According to Plato’s account of his mentor’s trial, Socrates stated “The unexamined life is not worth living.” I think this is a pretty good motto, so I spent the past nine months reviewing and evaluating my investment process to ensure that I haven’t picked up any bad investment habits.
Comments Off on A foundational approach to managing risk
The October sell-off in global markets has several underlying factors, but the most commonly cited reasons are the rise in U.S. 10-year Treasury yield, concerns on earnings growth and the overall level of valuations.
Comments Off on The correction: Why I focus on quality dividends
One of the things I’m often asked about is the amount of research travel that we on the Global Equities team undertake. It may sound glamorous to be on a research trip to Europe, but it’s actually pretty exhausting.
Comments Off on The value of field research
It took a little rocket science for me to learn that investing isn’t, in fact, rocket science.
Comments Off on Finding quality companies isn’t rocket scienceI recently read an interesting piece that was based on an earlier article by James Montier called Beware of Action Man. As I was reading, I thought it would provide a good analogy of how I’m currently managing the Trimark Fund in the current environment.
Comments Off on Moving forward by standing stillAt Trimark, we pride ourselves on being active managers, but that doesn’t mean we’re active traders. Our funds generally have a lower turnover rate than the average mutual fund because we invest for the long-term and we invest with conviction.
While the U.S. federal government shutdown* continues to dominate media headlines, the Patient Protection and Affordable Care Act – better known as “Obamacare” – is likely to survive, even though a Republican-controlled House of Representatives vehemently opposes it.
Comments Off on Healthcare stocks in the age of ObamacareWhen you think of Disney, the first images that come to mind are probably Mickey Mouse or a trip to the Magic Kingdom. But through the Trimark lens we see something quite different – opportunity.
Comments Off on Disney: The happiest stock on earth?This Wednesday, I’m getting together with my colleagues Jeff Feng and Virginia Au for a live conversation and advisor Q&A. During the webcast, we’ll cover various topics around global investing and you’ll have an opportunity to ask questions.
Comments Off on Questions about global investing? Join us for a live webcast this WednesdayUPDATE: Webcast replay now available. Listen to the conversation today.
Comments Off on [UPDATED] Questions about global investing? Join us for a live webcast this WednesdayWhen we’re looking at a company, one of the key qualities we look for is competitive advantage. I want to see a moat around the castle.
“What differentiates you from everyone else who says they’re a value investor?”
Amid all the doom and gloom surrounding Europe these days, one positive outcome of the sovereign debt crisis is that it has forced eurozone member states into discussions that should result in a tighter fiscal union.
