Insights

Garrett, Bernd and Andrew have all featured in a variety of articles, essays and videos, which you can access here:

Article

Value Investing

Discussing value as an investment style relative to growth in the current market environment.

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Article

The Small-Cap Dilemma

Examining the benefits of small caps as an asset class as well as the challenges associated with it for institutional investors.

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Educational Videos

Here are some educational videos which we’ve made or featured in, which help to explain some of the principles which make up our investment approach:

Passive Investing Theory, part two: The Random Walk

Exploring the foundations of passive investing and the men who brought it to global significance. This video describes the Random Walk theory: the belief that share prices are not predictable as they are based on reaction to information that is being fed into the market completely randomly. Features Bernd, alongside other industry specialists.