Monthly Archives: September 2012
Hayley Carr

The Value of Experience in an Information Age

A recent Financial Times article (“End to ‘Alpha’ spells trouble for fund managers”) presents the opinion that, with the rise in information accessibility, it has become more difficult – or even impossible – for active managers to consistently beat the … Read More →

Ken Broekaert

Europe: Navigating the Storm (Part III)

In Part I I explained that we let the strong management of our great companies generate value for us over time, and in Part II that our returns are generated by avoiding big losers – the companies we don’t own.  … Read More →