It is no surprise to me to see that Bill Miller, the long serving manager of the Legg Mason Value Trust, has been outperforming the
Author: Jonathan Davis
Author, columnist and investment professional.
Taking The Helm
When a highly regarded and well trusted investment manager dies, it leaves the stewards of that fund with a delicate dilemma. Closing the fund, on
Q and A: Sebastian Lyon
Sebastian Lyon, the CEO of Troy Asset Management, is one of the coming talents in investment management. The firm he runs was recently given the mandate to run the Personal Assets Trust in Edinburgh, following the untimely death of Ian Rushbrook in October last year. Troy Asset Management started life with the task of running the family money of the late Lord Weinstock and other senior managers at GEC, from whom he inherited his conservative investment style and a focus on capital preservation. This Q and A describes his current positioning.
Life Beyond Efficient Markets
The most interesting thing about the Efficient Markets Hypothesis is not whether it is valid or not – clearly it is not – but how
Peter Bernstein’s Legacy
It is so many years ago now that I cannot exactly recall when it was that I started receiving Peter Bernstein’s Economics and Portfolio Strategy
Normality Returns – Up To A Point
Pinch yourself for a moment and it is possible to convince oneself that the financial markets have returned to normality after the drama of the
Jonathan Davis 