There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
Preparing For Escalating Risks
2023-10-13, Diana Chaw
With conflict in the Middle East and Europe, inflation, and higher interest rates, we’re preparing for more challenging economic times.
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Invest In Capable, Committed And Candid People
2023-07-28, Diana Chaw
Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.
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History Can Hinder, But Portfolio Diversification? A Help In Long Term Outcomes
2023-05-12, Diana Chaw
An appreciation for history can inform decision making, but it can also lead one astray. Portfolio diversification provides a buffer against uncertainty.
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The Futility Of Forecasting
2023-01-27, Diana Chaw
We can’t predict the future. Instead, we aim to create portfolios that are positioned for a range of market outcomes.
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On Resilience
2022-10-21, Diana Chaw
The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?