Articles tagged as "fundamentals"
Needles in a haystack: Finding the compounders that drive long-term equity returns
While a small number of businesses generate a disproportionate share of long-term equity market returns, identifying them is far more difficult than it appea...
Beyond the narratives: Investing through uncertainty
Periods of heightened uncertainty often feel exceptional while we are living through them. But history suggests that markets have consistently rewarded...
Five investment lessons from the last 20 years… for the next 20 years
Dan Brocklebank, head of UK operations at our offshore partner, Orbis, reflects on five lessons from the past two decades that investors can draw on to impro...
