01st May 2020 by Helge Kostka
24th Apr 2020 by Helge Kostka

It’s tough being a value investor these days. Beyond the general equity market decline, value has underperformed the broad developed equity market by nearly 6% in the first quarter. 

21st Apr 2020 by Helge Kostka
03rd Apr 2020 by Helge Kostka

There is an old age adage in the investment world that ‘diversification is always having to say you are sorry’, as there is usually one part (or more) of a portfolio that does not perform as expected. Every asset class has its day in the spotlight, for good or for bad.

27th Mar 2020 by Helge Kostka
23rd Mar 2020 by Josh Matthews, HBA

Josh Matthews, Co-founder & Managing Partner features in the Spears article 'Don’t panic – wealth managers react to Covid-19'.