News and Commentary

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 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 ...

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 ...

“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 ...

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 ...

It was a clean sweep in 2024! Havelock London, and the WS Havelock Global Select Fund, were the 'Most Searched Fund Groups' and 'Most Viewed Active Funds' in every Quarter ...

We were delighted to see Havelock London claim the Square Mile "most searched for Fund Group", and the WS Havelock Global Select Fund claim top spot as the "most searched ...

This week the International Monetary Fund warned of a "widening disconnect" between geopolitical uncertainty and stock markets, hinting that valuations have become disconnected from reality. This follows similar such warnings ...