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Recent commentaries
The following five pieces were first shared with website members and Investor Chronicle (IC) magazine readers during February, May, August and October 2019 and April 2020. These monthly commentaries span a wide range of subjects and provide further insight into the management of the website’s Summer and Autumn portfolios (called ‘Growth’ and ‘Income’ in the IC) - and that of the other website portfolios, as appropriate. This sharing of commentaries arose because the monthly column first appeared in the IC in 2009 and the website followed in 2014.
Where are our pioneering giants?
February 2019
I am often asked when speaking at investment seminars why, over the years, we at Equi have remained so committed to smaller companies, ...
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