March 10, 2021 My three rules of investing
Randall Dishmon shares his three simple rules for investing in stocks.
Invest in the future with our Global Focus Strategy
Randall Dishmon, Senior Portfolio Manager, Global Equities
Everyone that has met me over the past 20 years I’ve been in the financial industry knows what I think of labels when it comes to investing. Labels are your enemy, and I strongly recommend you forget as many of them as possible.
Growth, value, core, small, large, balanced… we’re in the business of making money with money. You do that by buying great companies trading at prices less than they are worth. That’s it. Call it anything you want as long as you get the job done.
Download the owner’s manual or the strategy document to read about the philosophy and approach of the team who manage the Global Focus strategy. Read our articles or watch our brief videos below for further information.
Anticipating structural changes
Anticipating structural changes
Global Focus Anticipating structural changes
What are you going to be investing in when you join our fund?
July 23, 2020 My deep rooted history with ESG
ESG is not a separate process – it is inherent in what good investing is all about.
December 21, 2020 Looking for an edge in e-commerce
E-commerce has been like a massive wave that has washed over much of the traditional retail footprint in the US and Europe. Globally, e-commerce retail sales are projected to hit $6.5 trillion in 2024.
Global focus Our investment philosophy
To beat the market, you can’t BE the market. You must believe something different and you have to be right.
Global focus Outlook for global equities
We make predications on great companies of the future, not the future of the market.
Global focus Our investment process
What lies at the heart of our process is a focus on the only three questions that we believe matter.
Global focus Evaluating ESG
As with everything we do, our approach to Environmental Social and Governance (ESG) is independent and forward-looking.
The team
We know it’s important you trust that the people appointed to manage your money are experienced, reliable and consistent.
Investment risks
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The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. The strategy invests in a limited number of holdings and is less diversified, and therefore this may result in large fluctuations in value.
Important information
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Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
This marketing material is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.
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