19 March 2021 ‘We create most alpha by re-investing in the existing portfolio’ Small caps have shown stellar performance this year, helped by an improved...
07 October 2020 'Shopping centre valuations are 30-40% too high' External valuations of retail properties are unreliable. Our models indicate...
01 April 2020 Fund managers fear more dividend cuts Fund managers expect more companies to cut their dividends, following the...
