Helping you grow more than wealth

I manage diversified global portfolios on a discretionary basis. My stock selection is driven by fundamental valuation, and ultimately I strive to own growth at a relatively compelling price for client portfolios.

Global Insight Monthly

GI Monthly

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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Latest Insights

Tanker

Middle East: Ongoing conflicts, inescapable effects

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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