Member since July 9 2018
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.
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
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.
A look at what are known as The Four or GAFA stocks – Google, Apple, Facebook and Amazon.
Exchange-traded funds (ETFs) have fuelled an investment revolution.
Fund Hunter doesn’t seek to be clever, it only seeks to be rational.
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.
InterContinental Hotels is one of the world’s leading hotel franchisors.
An investment trust AGM recently provided the opportunity to meet some investing heroes.
This month’s Master Investor article took a look at the two leading restaurant franchisors.
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.
The payment sector has been one of the most attractive areas to invest in.
The investment world is baffling and befuddling. Fund Hunter’s aim is to have a rational approach.
Quality investing is in vogue. But it is helpful to use a system to assess both quality and growth.
Investors need an investment default. It acts as a benchmark to judge other opportunities.
Professionals like to become known for a new term, concept or acronym. I am no exception.
The ETF industry has become obsessed with gimmicks. This is a wasted opportunity.
Good funds own good stocks. The funds run by Woodford Investment Management owned bad stocks.
In the 90-year period from July 1926 to December 2016 the US equity markets was driven by a small number of stocks.
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 are confusing. But a few simple rules of thumb can make it easier to make sense of fund share classes.
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.
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.
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.
In the March 2019 issue of Master Investor Magazine (P74-80), I looked at high-quality European blue chips.
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.
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.
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.
Funds offer a way to get rich. The two ingredients you need are a satisfactory return and time.