A Healthy Opportunity Set
The movements of popular stock indices dominate the headlines, and all too often the psyche of investors. Given the large price increases in most stock indices for the year, it ...
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Stealing from the poor to give to the rich
I have written before about my concerns over the optimism that is required to justify the valuations of many popular “growth” stocks. The analysis that follows will further explain why ...
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A letter from Matthew Beddall
Three years have now passed since Neil and I launched the Havelock Global Select Fund. In this time the fund has returned 29.9% and is ranked in the top quartile ...
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Investing in a low return world
In response to the global pandemic central banks and governments have delivered record amounts of economic stimulus. Much of this has taken the form of increasing money supply via buying ...
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Havelock fund awarded Square Mile rating
We are delighted to announce that the LF Havelock Global Select Fund has been awarded a 'Positive Prospect' rating by Square Mile Investment Consulting & Research Limited. In their summary, ...
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Matthew Beddall interview
Havelock London's Matthew Beddall talks to Octo Members Club about the LF Havelock Global Select Fund ...
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Watering the weeds
During a recent Zoom meeting with a team of highly-regarded industry experts, I was asked about our approach to “top slicing” – the practice of selling down part of your ...
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Watching over the herd
Have you ever found yourself standing in a field surrounded by cows? I learned that it is a situation made more stressful when accompanied by two children and a partner ...
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