Member since July 9 2018
Currency hedged funds – Pros and Cons Premium
To hedge or not to hedge.
Portfolio balance – Key Principles Premium
The best laid plans of mice and men.
Risk – Reducing drawdowns Premium
Drawdowns can be a risky business.
Market drivers – Valuation, earnings, inflation & rates Premium
What drives market returns?
War, wealth, and inflation Premium
The 20th century’s track record.
Guide to the Markets – 2022 Premium
The market backdrop.
Defensive sectors & safe havens Premium
Safe havens are not simple.
Mandates: Where to invest? Premium
The world is your oyster.
Franchise is the foundation Premium
A strong franchise is a prerequisite.
Portfolios: Style, Sizing & Risk Premium
Three rules for a funds portfolio.
Baillie Gifford’s Ten Questions Premium
Understanding the investment process.
Building fund portfolios Premium
Position sizing is as important as fund selection.
Portfolio stabilisers Premium
Potential core funds.
Q3 updates – Tech & Gaming Premium
A Covid-19 vaccine and a rotation into value.
The Investor’s Dilemma
To invest or not to invest, that is the question.
Baillie Gifford – Start Positive Premium
New ideas require 20 minutes of optimism.
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
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
Fund Hunter doesn’t seek to be clever, it only seeks to be rational.
Mello Nov 2019: Why US markets outperform
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
The investment world is baffling and befuddling. Fund Hunter’s aim is to have a rational approach.
What is quality investing?
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)
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
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
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 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.