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 ...
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 ...
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, ...
Matthew Beddall interview
Havelock London's Matthew Beddall talks to Octo Members Club about the LF Havelock Global Select Fund ...
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 ...
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 ...
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 ...
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 ...
