Our Blogs

• 28Jul2023

  What's Hot, What's Not: China and Property Hot, Japan Not [Sector Edition]

  28Jul2023

  The UK featuring with two sectors is cause for further investigation. China rising was predictable, property less so, and emerging markets are beyond prediction over short periods.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 28Jul2023

  What's Hot, What's Not: Property Hot, Japan Not [Fund Edition]

  28Jul2023

  This month the world turned upside down, as Property funds were cheered by the prospect of interest rates not going much higher, and Japan had a breather (much as we expected).

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 28Jul2023

  Best Value Funds – July 2023 Update

  28Jul2023

  It is time for the 6 monthly update to our unique Value Universe. After a rip-roaring period from November 2020, this latest period has been rather dull. Nonetheless, the UK has continued to do relatively well, with Japan being the out and out star.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 28Jul2023

  Your Questions Answered - July 2023 Teleconference Q&A

  28Jul2023

  Your questions and answers for the July Gold Members Teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

• 21Jul2023

  Gold Members' Teleconference - July 2023

  21Jul2023

  Highlights - Market overview - Extremes and Anxiety - Hidden Value - Porfolio outline

  By Brian Dennehy

  Access Level | member

  Teleconference

• 20Jul2023

  How Many Funds Should I Invest In?

  20Jul2023

  How many funds should I invest in to get the 'perfect' Portfolio

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 14Jul2023

  Hidden Value Revisited – A Growing Role?

  14Jul2023

  A successful investment process works in most conditions for financial markets. But occasionally market conditions undermine even the most robust process. What should you do?

  By Brian Dennehy

  Access Level | member

  Market commentary

• 07Jul2023

  Personal Insights; Failing To Predict; Learning To Win

  07Jul2023

  Investing is a revelatory experience. Your personality is exposed with a great degree of clarity, sometimes cruelly. You need to learn from this experience, and honestly decide if investing is for you.

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 07Jul2023

  Dynamic Portfolio Review: July 2023

  07Jul2023

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By Brian Dennehy

  Access Level | member

  Dynamic Portfolios