Monthly Commentaries

Monthly Commentaries / January 15, 2015

The Fat Pitch

“Confronted with the challenge to distil the secret of sound investment into three words, we venture the motto, Margin of Safety.” — Benjamin Graham While many investors claim to wait for the “fat pitch”, history shows few actually act when the opportunity presents itself. The concept has its roots in baseball; waiting at the plate […]

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Monthly Commentaries / November 15, 2014

Oil’s Not Well

“Successful investing is anticipating the anticipations of others…” — John Maynard Keynes Unless you’ve spent the last number of weeks cocooned in some far away locale without access to media (for which I would offer my congratulations), the ongoing saga of OPEC oil production and its resulting impact to oil prices has, no doubt, reached […]

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Monthly Commentaries / October 15, 2014

Volatility and Risk Are Different

“The four most dangerous words in investing are: ‘this time it’s different.’” — Sir John Templeton In his book “The Most Important Thing” Howard Marks opines that there is far too much randomness in the world for the future to be predictable. So, as we gradually pull away from the recent market correction on the […]

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Monthly Commentaries / August 15, 2014

Waiting for Godot?

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” — Peter Lynch There has been much ballyhoo in the press recently about the coming equity market correction. Accordingly, some investors choose to sit on the sidelines waiting patiently for the inevitable. […]

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Monthly Commentaries / July 15, 2014

The Road Less Travelled

“The world of finance hails the invention of the wheel over and over again, often in a slightly more unstable version.” — from “A Short History of Financial Euphoria” by John Kenneth Galbraith It is truly unfortunate that investors continue to be bamboozled by hucksters. Reuters recently carried a number of stories from India, England, […]

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Monthly Commentaries / June 15, 2014

Introduction to Laurus

“I believe that to have a great company you have to make two things great – the culture and the people. If these two things are great your organization can navigate the twists and turns to get you where you want to go.” — Ray Dalio, Bridgewater Associates This is our first commentary under the […]

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