A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Fearless Twenty-Six-Year Olds

By Lewis Johnson - Chief Conclusion Our valuation discipline is at the heart of how we manage portfolios. Why? Because if you pay too much even for a good company, you can “be right” about the future and still lose[…]

Markets Become Dangerous When Investors Become Gullible

By Lewis Johnson - Chief Conclusion Prolonged market rallies act as a reinforcing mechanism to investors reaching for that extra yield without pausing to consider the risk associated with their actions. By no means is[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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