ETF Fund Hunting – Sept 2020 Premium

Searching for attractive subsectors.


Racing against QQQ Premium

The Nasdaq 100 is hard to beat.


Emerging Markets Online Premium

Emerging markets leapfrog the West.


Video gaming stocks Premium

Video gaming beyond gaming.


Cloud Computing stocks Premium

Can cloud computing stocks deliver?


Cloud Computing – first thoughts Premium

It never rains on the cloud.


ETF Fund Hunting – April 2020 Premium

ETFs with growth potential.


Video Gaming – first thoughts Premium

Let the video gaming begin.


S&P 500 health care sector – first thoughts Premium

Merits of the US health care sector.


Currency-hedged ETFs Premium

Do currency-hedged ETFs add value and what are the options?


Nasdaq 100 vs. S&P 500 IT ETFs Premium

The iShares Nasdaq 100 ETF and the iShares S&P 500 IT sector ETF battle it out.


ETF Fund Hunting (mid-2019) Premium

There is an ETF for almost everything. With that in mind we need to do some Fund Hunting.


Nasdaq 100 – passive power Premium

The Nasdaq 100 includes the 100 largest non-financial companies listed on the Nasdaq stock market.


S&P 500 sectors – slicing and dicing Premium

The S&P 500 is in my view the best national market to invest in. An alternative to an S&P 500 tracker is an S&P 500 sector ETF.


S&P 500 IT sector – a look under the hood Premium

The United States appears to have the most attractive blue chip index – S&P 500. The most attractive S&P 500 sector appears to be Information Technology.


S&P 500 – Low cost funds that have outperformed Premium

The S&P 500 is considered to be one of the most attractive blue-chip stock indices. It is also one of the hardest benchmarks to beat. But a number of funds have managed to outperform.


S&P 500 – Top Ten from Uncle Sam

The S&P 500 is the United States’ blue-chip stock index. It offers a bet on US entrepreneurialism and business acumen.


FTSE 250 (mid-caps) versus UK blue chips Premium

The focus of most investors in the UK is on either the FTSE 100 or the FTSE All-Share index. But the FTSE 250 index of mid cap stocks has delivered stronger results. 


Polar Capital Tech Trust – first thoughts Premium

A ‘benchmark aware’ active fund.


Allianz Tech Trust – Webinar Premium

Going for mid-cap tech growth.


Technology Investment Trusts Premium

Trust in technology trusts.


Smithson’s twelve mistakes Premium

A flawed decision-making process.


Smithson shows promise Premium

Smithson investment trust (SSON) is now 13 months old.


Allianz Tech Trust (ATT) – first thoughts Premium

Allianz Technology Trust is based in San Francisco and invests in high growth tech stocks.


A stake in Lindsell Train Premium

Lindsell Train is the UK’s original quality investing fund management group.


Smithson’s (SSON) six UK stocks

Smithson’s six UK stocks. Read all about it. From the April issue of Master Investor Magazine.


Smithson (SSON): Interim results first look

The recently launched Smithson (SSON) investment trust has released its first set of results. 


Fundsmith 2020 ASM stock talk Premium

Stock talk from the 2020 ASM


Fundsmith’s 2019 annual letter Premium

A look at the tenth Fundsmith Equity Fund annual letter.


Fundsmith Equity Fund: Nine years on Premium

The Fundsmith Equity Fund is now nine years old. At £18.3bn can it continue to outperform?


Lindsell Train Global Equity (B) – A closer look Premium

The Lindsell Train Global Equity Fund has delivered a 21.2% annualized return over the last seven years.


Blue Whale’s beauties – the top ten

In June’s Master Investor Magazine I have had a look at the top ten companies held by the Blue Whale Growth Fund.  The manager employs what it calls “The Beautiful Companies Concept.” 


Lindsell Train’s offbeat bets

Lindsell Train is the original quality investment boutique.  The group has not been afraid, though, to invest in companies that are yet to generate high returns. 


HL Select Global Growth Shares – Pre-launch thoughts Member

The UK’s largest investment platform Hargreaves Lansdown (HL) is launching a new directly managed fund.  HL Select Global Growth Shares seeks to invest in 30-40 high quality companies.


Blue Whale Growth Fund – Lunch meeting Premium

On 11th April I had lunch with Blue Whale Capital. This helped to dot the i’s and cross the t’s on Blue Whale’s investment process.


Blue Whale Growth Fund – First thoughts Member

The Blue Whale Growth Fund and stands out in a number of respects.  It aims to be “the #1 global fund in the country.”


Fundsmith Equity Fund: a look at its drivers Premium

The Fundsmith Equity Fund has increased in size from £39 million to £16.6 billion. The key question is whether the fund can continue to outperform given its size and fee structure.


IC – Tech Trusts ATT & PCT

Tech Trust podcasts.


IFG – Gaming and the FAANGs

Ben Thompson and Gavin Baker.


Brewin podcast with Smithson

This time Brewin have hosted the Smithson Investment Trust – 27 June 2019.


Terry Smith Podcasts with Brewin

Terry Smith discusses disruption, payments, brands and veterinary bills.


Nick Train Podcasts with Brewin

Nick Train talks brands, sports, education and being extremely bullish.


Keith Ashworth-Lord, August 17

Johnathan Davis interviews Keith Ashworth-Lord: Picking stocks in the style of Buffett.


Introduction to Fund Hunter




Q2 updates – Tech & Gaming Premium

Winners and losers.


Collective Risk Is Gonna Get You Premium

If many things can go wrong, something will go wrong.


21st Century Technology Premium

The end of the beginning.


Q1 2020 corporate updates Premium

2020 Q1 earnings reports and guidance.


Video Gaming – facts and figures Premium

Gaming by the numbers.


Resilient funds Premium

What holds up well.


Fundsmith Equity Fund ASM 2020 Premium

Some things bear repetition.


Notes on a virus Premium

Fear of a virus takes hold.


When the music pauses Premium

Mr Market can move from optimism to pessimism in short measure


Tech Trumps Consumer Staples

The information technology sector is driving markets; the consumer staples sector is stalling.


2019: Key articles Member

A good idea is worth its weight in gold. Its usefulness never gets old.


The disruptors: Google, Apple, Facebook & Amazon

A look at what are known as The Four or GAFA stocks – Google, Apple, Facebook and Amazon.


The rise of Exchange-Traded Funds Premium

Exchange-traded funds (ETFs) have fuelled an investment revolution.


Season’s Greetings & thoughts Member

Fund Hunter doesn’t seek to be clever, it only seeks to be rational.


Mello Nov 2019: Why US markets outperform Member

A look at why US blue-chip stocks have beaten UK blue-chip stocks since 2009.


The currency conundrum Premium

What to do about the strength of sterling?


The fund benchmark game Premium

To get the best results, we need to use the best benchmarks.


Hotel Franchisors: InterContinental Hotels

InterContinental Hotels is one of the world’s leading hotel franchisors.


Meet your heroes: a unique shareholder meeting Premium

An investment trust AGM recently provided the opportunity to meet some investing heroes.


Restaurant Franchisors: McDonald’s & Domino’s Pizza

This month’s Master Investor article took a look at the two leading restaurant franchisors.


Fund of funds: do they make sense? Premium

Things are not always what they seem; the first appearance deceives many – Phaedrus.


Markets go up and down Premium

August has seen an uptick in alarmist market commentary. It is generally best to ignore the doom-mongers.


Payment sector: Visa, MasterCard & PayPal

The payment sector has been one of the most attractive areas to invest in. 


Six months in: thoughts so far Member

The investment world is baffling and befuddling. Fund Hunter’s aim is to have a rational approach.


What is quality investing? Member

Quality investing is in vogue. But it is helpful to use a system to assess both quality and growth.


What’s your default, dummy?

Investors need an investment default. It acts as a benchmark to judge other opportunities.


What are stock compounders?

Professionals like to become known for a new term, concept or acronym. I am no exception.


Make ETFs great again (ETF industry – call me) Member

The ETF industry has become obsessed with gimmicks. This is a wasted opportunity.


Woodford Investment Management – the signs were there

Good funds own good stocks. The funds run by Woodford Investment Management owned bad stocks.


A few stock market winners drive markets Premium

In the 90-year period from July 1926 to December 2016 the US equity markets was driven by a small number of stocks.


Fund Hunter Mello 2019 Presentation

I gave a short presentation at the Mello Trusts & Funds event on 15 May 2019.  It set out what Fund Hunter’s objective and the case for funds.


Fund share classes – rules of thumb Member

Fund share classes are confusing. But a few simple rules of thumb can make it easier to make sense of fund share classes.


Investor’s Edge – Satellite Driven Returns Member

Whether private investors can outperform investment funds (active or passive) is up for debate. But they do have one key advantage – the ability to selectively invest in the best ideas.


Fund portfolio transparency: more please

The Sunday Times today has a long feature covering portfolio disclosure.  A number of the largest open-end funds in the UK only list their top ten holdings. 


Fundsmith Equity Fund 2019 ASM notes

The Annual Shareholder Meeting (ASM) for the Fundsmith Equity Fund is a unique event. The wit and wisdom of Fundsmith is worth listening to in the flesh.


How stocks compound value: European Quality

In the March 2019 issue of Master Investor Magazine (P74-80), I looked at high-quality European blue chips.


The case for global funds

In a February 2019 article for Master Investor, I outlined the case for global investing. It has the potential to reduce risk and improve our investment returns. What’s not to like?


Fund myths versus reality Member

There are lots of fund myths out there.  The reality is that funds (passive and active) are the best investment vehicle for the vast majority of investors. 


Why stock pickers should consider funds Member

There are said to be cat people and dog people.  In the world of investing there are stock pickers and fund investors.  Stock pickers can, though, use funds to their advantage.


In praise of “inactive, active investing” Member

Active investors seek to outperform an index and passive investors buy the index.  We tend to imagine active investors as being…active.  But some active investors hold companies for the long-term.


How to get rich in funds Member

Funds offer a way to get rich. The two ingredients you need are a satisfactory return and time.