The Mother of all Bubbles?
As an active investor I spend a lot of time thinking about if we are living through an “AI Bubble”, and if so, what I should be doing about it ...
Boutique Critique
The WS Havelock Global Select Fund was highlighted in the Wealthwise Boutique Critique column. Click the following link to read more: Boutique Critique: Havelock Global Select - Wealthwise ...
Monday Manager
Matthew featured as the "Monday Manager" in Professional Adviser. Click the following link to read more: Havelock's Beddall: 'Thinking has become a rarefied skill in financial markets' | Portfolio Adviser ...
A picture is worth a thousand words
The chart below shows the breakdown of total returns in the last decade for the MSCI World Growth and Value indices. We have shared this analysis in the past, and ...
Patience is a Virtue
I find that the quietness in markets over the Christmas break gives an opportunity for reflection. For the rest of the year, we are subject to a metaphorical firehose of ...
Magnificent Seven
Seven magnificent years have now passed since the launch of the WS Havelock Global Select Fund. In that time, investors in the fund received a compound average annual return of ...
Calculate less, think more
“People calculate too much and think too little” – Charlie Munger It was in 1987 that Economist Robert Solow said, “You can see the computer age everywhere but in the ...
Turbulence
I felt that I should share some thoughts and observations on the large fall in equity markets that we saw in the first week of the second quarter of 2025 ...
