I spent a lot of time this week thinking about management quality. It was prompted mostly by a trip to Melbourne to meet with management at some of our investments.
I have been teaching my daughter to drive for the last few weeks. It has brought risk-management and the art of learning to the forefront of my mind. My daughter is the third and last of our children to learn to drive. Some of the risk-management thoughts were prompted by the fact that I discovered […]
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.
My Wife (Sue – for those who don’t know her) had her birthday this week. She is an amazing woman who is in very large part responsible for any success I have had in my life so far (in early 2018, we’ll have been together more than half of my life). I thought I might share with readers the trick to capturing such a valuable prize. Make no mistake; a quality partner is the most valuable prize you can win in life. Everything else is so much easier from there.
My time in Europe is nearly at an end. The history of Europe is always impressive to someone from a country such as Australia with relatively recent European settlement. North Americans I have spoken to one the trip seem to mostly share a similar feeling.