Is the great Neil Woodford of Invesco Perpetual heading for a Tony Dye moment? By resolutely refusing to chase the current junk-led stock market rally,
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Why Harvard Went Off The Rails
Now that the final results for the year to June 30 2009 are in from Harvard, Yale and other prominent endowments, it is possible to
The Pessimists Are Still in Confusion
Returning from a summer absence to face the financial markets provides the normal mixture of pleasure and incredulity at how much – and yet how
Colin McLean’s Latest Thoughts
The Edinburgh fund manager Colin McLean was featured in my book Money Makers and remains one of the most talented stockpickers I know. His UK
Bill Miller Joins The Bullish Camp
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
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
Jonathan Davis 