Most Read

• Forecasting: Why is it so hard to beat the market?
• Active fund returns: Luck, Risk & Skill
• The Investor’s Dilemma
• How to get rich in funds
• What is quality investing?
• The disruptors: Google, Apple, Facebook & Amazon
• Global Investment Returns – 2024 Yearbook
• The case for global funds
• What’s your default, dummy?
• What are stock compounders?
• Trust Discounts – Treasure or Trap?
• Fundsmith Equity Fund 2019 ASM notes
• Payment sector: Visa, MasterCard & PayPal
• Mello Nov 2019: Why US markets outperform
• Hotel Franchisors: InterContinental Hotels
• Tech Trumps Consumer Staples
• Investor’s Edge – Satellite Driven Returns
• Fund transparency: more please
• Portfolio design – Three types of funds
• Woodford Investment Management – the signs were there
• Fund share classes – rules of thumb
• Restaurant Franchisors: McDonald’s & Domino’s Pizza
• Make ETFs great again (ETF industry – call me)
• Fund Hunter Mello 2019 Presentation
• Six months in: thoughts so far
• Season’s Greetings & thoughts
• 2019: Key articles
• In praise of “inactive, active investing”
• Fund myths versus reality
• Portfolio balance – Key Principles