Update No. 256 – 26/02/16

Update No. 256 – 26/02/16

Despite what I thought were some very impressive results from our announcing portfolio holdings, the EGP share price turned in an ordinary week.

Update No. 255 – 19/02/16

I described the current market as a ‘Caspar Milquetoast Market’ last weekend, the market that ‘speaks softly and gets hit with a big stick’.

Update No. 253 – 05/02/16

Earning Seasons are the best time of year to be a fund manager. If you have done your job well, there will be a couple of nice surprises in your portfolio that the market hadn’t banked on and you’ll probably generate some outperformance, at least that’s the theory.