Our portfolio performance since January 2015 in light of our theory of “lower-for-longer” GDP growth and interest rates
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2017: a strong performance year for RVAM. We present learnings from the year and our outlook for 2018
Why some well-loved, built-to-last companies have failed in the past and threats to some of today’s angels
Impact of corporate governance on EM stock outperformance and evaluating governance issues within our risk/return framework
A narrow stock rally could signal an imminent correction. But plenty of investible opportunities still remain
A balanced portfolio with good quality assets can withstand seemingly significant geopolitical events. A case in point: our REIT holdings
A review of our best quarterly result since inception and takeaways from the CS conference
Pertinent points from our 2016 newsletters and our calls for 2017