The fund manager of our Japanese equity fund Taiko Japan, Rupert Kimber, recently came back from a trip to Japan. Here are his notes.Read more
Corporate Japan embraces inflation amid economic shifts and strategic changes
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Where is the world heading in the 2nd half-year to 2024?
On a global level, macro-financial conditions in the second half of the year will be dominated by the continuation of global monetary easing.
Where are Swiss small caps headed?
The underperformance of Swiss small caps compared with large caps over the last 2 years has been particularly marked (see chart below).
What if Nvidia gave renewable energies a boost?
With a jump of +151.5% in 2024, leading graphics card manufacturer Nvidia has clearly been the winning bet of the year, given that the company seems unavoidable if one is to capitalise on the AI craze.
Artificial intelligence sets the rules in the electricity market
The infrastructure sector (defined by the S&P Global Infrastructure TR USD) has had a reasonable first half of the year with a performance of +4.3% YTD. The two key sources of performance for the index were the power generation and the midstream energy sectors.Read more
European small caps starting to perform
The capitulation point in small caps may have passed… and the tide seems to be turning.
WEBINAR | Positive signals for European Small Caps
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Newsflash on interest rates
To compensate for the growing inaccuracy of the Julian calendar, which had governed Western society since Julius Caesar, Pope Gregory XIII decreed in 1582 that 4 October would be followed by 15 October that year. The pontiff’s decision sparked a revolt among the servants, who demanded payment of their wages for the whole month, which the masters refused.
5 questions for a fund manager – Philip Best
This questionnaire is inspired by Proust’s famous questionnaire…
1. What are your favourite working tools?
My ears and my eyes…
Constructive engagement with listed smaller companies: A ‘Value’ alternative to Private Equity?
Minority Investing
Two years ago, Philip Best and Marc Saint John Webb illustrated their investment approach to minority investing by reference to the theme of how ‘constructive engagement’ with smaller listed companies could accelerate returns and reduce risk. This approach to investing in ‘small caps’ was compared to Private Equity minority investing in ‘midmarket’ companies.