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Brilliant Investment Thinking by Advisers for Advisers.
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Finding the next Amazon

Every fund manager talks about finding the next Amazon, Facebook, or Google, but very few are able to do it consistently. In fact, a broad majority of global equity strategies...
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Introducing the NEATs

Video games have traditionally been associated with laziness, requiring someone to stay at home in a dark room when they could be doing more 'productive' things with their lives. How...
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The FAANGs of fixed interest

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.

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