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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...
Has value really lost its vigour?
Growth stocks have outperformed value stocks over the past decade. But as this article from DIMENSIONAL FUND ADVISORS explains, history shows is that the pendulum can swing quite quickly. There’s a misconception in the markets: value stocks have lost their vigour....
We need to make modern slavery unsustainable
There was an interesting call in May of this year for fund managers to put pressure on businesses that fail to stop slave labour. As reported by Reuters, Fiona Reynolds, head of London-based Principles of Responsible Investment (PRI), issued a rallying cry...
A landmark day for British fund management
Make no mistake, this is a landmark day in the history of British fund management. Yes, there’ve been City “stars” who have fizzled out over the years. But surely none has crashed to earth in quite such dramatic fashion as Neil Russell...
What if tomorrow never comes?
By ALAN SMITH, CEO of Capital Asset Management My first contact with Stephen was when he called Capital in the Spring of 2016. He explained that he and his wife Carol were previously advised by a firm of financial planners, but...
Booth and Fama: a 50-year friendship that changed investing
By DAVE BUTLER, Co-CEO of Dimensional Fund Advisors When David Booth first stepped into Gene Fama’s class at the University of Chicago, he expected to one day join him as an academic. That was David’s plan. On the first day of...
If you don’t ask, you don’t get
By JASON BUTLER I recently heard the multimillionaire property investor and training entrepreneur Rob Moore speak for 2.5 hours at his Mind & Money event. I found Rob to be engaging, honest, insightful, and inspirational. While my personal values and financial...
