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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Gain without harm
I wonder what John Wesley would have made of socially responsible investing today? The founder of Methodism is widely credited with inventing the notion of investing with your conscience in the middle of the eighteenth century. For Wesley, making money was a...
The lower the cost, the greater the chance of success
One of the smartest advocates of investing in low-cost index funds and ETFs is Ben Johnson, Director of Global ETF Research at Morningstar. In the latest TEBI Podcast, Ben explains the Morningstar Active/ Passive Barometer, how it differs from the SPIVA scorecard...
How romantic is your fund manager?
Warren Buffett’s business partner Charlie Munger recently offered an interesting insight into the success that he and Buffett have had over their investing careers. The vice chairman of Berkshire Hathaway was addressing the annual meeting of the Daily Journal Corporation, of which...
Warren Buffett: When the wind blows
Warren Buffett has just released his latest letter to Berkshire Hathaway shareholders, and once again it doesn’t disappoint. This year’s letter finds Buffett in reflective mood. On March 11th, he explains, it will be 77 years since he first invested in an...
You wouldn’t wish typical hedge fund returns on anyone
Consumers love a new product launch. Just look at the queues outside Apple Stores when a new iPhone comes out, or the enduring popularity of car magazines with their sneak peaks of the latest models. But launches of investment funds are different....
Key takeaways from Edinburgh
I’ve just returned from a fact-finding trip to Edinburgh. I’m going to be writing more about it at greater length in the coming weeks. Suffice it to say for now that I met three prominent and articulate advocates of active money management....
