Lumenary Investment Management has made its first direct investment into China via an education company as the fund reduces its reliance on the US....
The common perception is that growth in assets under management is the goal of a fund, Liam Cormican writes, but many boutique firms are keen to stay small and nimble....
New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...
As more retail investors enter the market, Lawrence Lam writes, it is as important for people to know when to sell a stock as when to buy it. ...
Lawrence Lam explores how leading sovereign wealth and university endowment funds are positioning their portfolio and what retail investors can learn from them....
The quest for alpha is an eternal part of equities investing, Lawrence Lam writes how founder-led companies can help in the search for outperformance....
The potential for a company in turnaround process is rich with opportunity, writes Lawrence Lam, so what clues can investors look for to determine those with an optimisti...
Lawrence Lam explores how ESG is critical to sustainable outperformance, where should we focus our research efforts, and some practical ways to profit from companies with...
Lawrence Lam explores why not all blue chip stocks are the same and proposes a different way to think about long-term blue chip investing....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....