Value Investor Insight article
Matthew discussed one of the fund’s current holdings in Value Investor Insight magazine.
August 6, 2026
Thought pieces from the fund manager, and news and press coverage about Havelock London and the fund.
Matthew discussed one of the fund’s current holdings in Value Investor Insight magazine.
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. The goal of this essay is to organise my
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
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
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 I thought it was worth producing an updated version.
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 news and information, much of which is directed at
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