Bubble, bubble, toil and trouble
There continued to be a buoyant mood in markets in Q4 – helped by the positive clinical results, and subsequent approval, of several vaccines for COVID-19. This was despite many ...
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Fill my stocking with a duplex and cheques
As 2020 draws to a close I find myself looking back and reflecting. Despite being a year unlike any other in living memory, “Santa Baby” looks likely to deliver many ...
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This time it’s different?
‘The four most expensive words in the English language are: ‘This time it’s different.’’ Sir John Templeton. Amid another lockdown here in the UK, we must all look for new ...
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Where can I find a shoeshine boy?
It was the winter of 1928 when JFK’s father, Joe Kennedy, was said to have received a stock tip from a shoeshine boy – “Buy Hindenburg”. The story goes that ...
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Growth Windows or Value Ploughs?
Much ink has been spilled on the relative merits of “growth” verses “value” stocks. As there are around 90,000 public companies classifying them into one of two groups is, by ...
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Root Fires
The economic shutdown that we are living through is without precedent in modern history. The US unemployment rate has moved in a matter of weeks to 15.7%, the highest it ...
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Stampeding Elephants
The COVID-19 pandemic poses a clear threat to human life and the global economy. The leaders of countries across the globe are having to act rapidly to fight both threats, ...
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One year on…
It is with great pride that I look back on the first year of the LF Havelock Global Select Fund’s life. In this time there have been two distinct phases ...
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