Equities
How to avoid being a slave to fashion
William Lough explains how the most important thing from an investment perspective is to avoid being sucked into the temptation – driven by human emotion – of being a slave to fashion, which often entails selling low and buying high.
Read MoreEuropean equities monthly update: Contributing to a better world
How the ES R&M European fund is contributing to positive change in the world and why clients – myself, my family and you – can be proud of owning it.
Read MoreLetting our portfolio companies do the hard work
A thoughtful reflection on the benefits of finding advantaged business franchises with excellent capital allocators in the management hot seats.
Read MoreBrexit update: impact of the UK-EU trade deal on the ES R&M UK Dynamic Equity Fund
So here we are (finally), four and a half years after the vote for Britain to leave the EU … a deal has been signed formalising their trading relationship. William Lough, manager of the ES R&M UK Dynamic Fund whether he has altered the portfolio’s positioning in response to Brexit.
Read MoreConservatism with a small ‘c’
William Lough highlights the importance of exercising conservatism within one’s investment process.
Read MoreEurope Masterclass: November 2020
James Sym, manager of the ES R&M European Fund joins the Asset TV Europe Masterclass, discussing why Europe is so attractive at the moment.
Read MorePortfolio Adviser Europe Webinar: November 2020
James Sym discusses the recently launched ES R&M European Fund and the current opportunity in Europe today.
Read MoreFishing in uncrowded pools to find hidden quality
It seems apt that as post-Brexit trade talks between the UK and EU supposedly hang in the balance over the niche but highly emotive topic of fishing rights, I should explain how we seek to fish for our quality investments in less crowded waters to generate long-term value for clients.
Read More“Never let a good crisis go to waste”
Churchill’s quotation has particular relevance today.
Read More“Corporate Darwinism”
Recognising which companies have the qualities to make them part of a cohort of survivors could be key to successful portfolio management.
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