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Havelock London

Modern investment management

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News and Commentary

"Quality" is in the eye of the beholder
“Quality” is in the eye of the beholder
In the last decade quality has become something of a buzz word in investing. I suspect that no right-minded investment manager would set out their stall based on saying they ...
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January 10, 2023
Uninvestable?
Uninvestable?
For some time, we have held the view that the UK stock market contains some decent companies that look cheap relative to a reasonable view of their future. We have ...
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October 12, 2022
The kindness of strangers
The kindness of strangers
As a nation the British like to borrow. In the thirty years prior to 2008, companies and households steadily took on more debt, punctuated by a “credit crisis” that called ...
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September 22, 2022
They think it's all over...
They think it’s all over…
After a sharp rally in July that saw many previous stock market darlings recover some of their earlier falls, investors could be tempted to ‘think it’s all over’. The 10-year ...
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August 3, 2022
Will there be a recession?
Will there be a recession?
The question that many investors appear to be asking themselves right now is if we will see a recession – prompted by concerns that higher interest rates will undermine economic ...
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July 25, 2022
Bargains galore?
Bargains galore?
As of writing the Nasdaq index of “growth” stocks has fallen by 27% in the year to date*. Why has it fallen by so much and does it mean there ...
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May 24, 2022
Thinking outside the (wine) box
Thinking outside the (wine) box
With summer fast approaching, it rekindles memories of perusing the wine list on holiday and being confronted with many unfamiliar names, producers, and grape varieties, with the occasional familiar ‘brand’ ...
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May 4, 2022
What's our edge?
What’s our edge?
As an active investment manager, we put ourselves forward as being able to deliver better than average performance for our clients. This is a tall order. To believe it is ...
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March 8, 2022
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The value of investments may fall as well as rise. Investors may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

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Havelock London Ltd is authorised and regulated by the Financial Conduct Authority (FCA reference number: 799920). The company is registered in England & Wales at 19 Eastbourne Terrace, London W2 6LG (registered number: 10874884).

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