Thoughts on investment strategy in the current market
In this blog, I want share with you some of my thinking on how I would position an investment portfolio in the current market. Central banks The current market in South Africa and globally is influenced by a number of factors. What stands out for me however is the role of central bankers in trying […]
Lunar Capital News Brief
Date: 30 April 2016 Lunar BCI Worldwide Flexible Fund Lunar Capital (Pty) Limited was approved as a registered financial services provider by the Financial Services Board of South Africa in February 2016. Lunar Capital have partnered with Boutique Collective Investments (RF) (Pty) Limited to establish the Lunar BCI Worldwide Flexible Fund (LBWFA). The fund was […]
Investing in Turbulent Times
We are currently bombarded with negative news, globally as well as in South Africa. There’s a lot of noise about the poor global economy been weak, poor demand from China with significant ramifications for resource based economies, economic and political woes in South Africa, etc. It is natural then that investors or potential investors find […]
Growth at a Fair Price
In this blog, I want to share the investment philosophy and approach that I use for my own investments. I have termed it Growth at a Fair Price. In my previous blog, Developing your Investment Philosophy, I discussed how you should develop your investment philosophy and approach that is suitable for you; given your circumstances, […]
Developing Your Investment Philosophy
Investing is not easy. Even after many years of studying and experience in investing, many investment managers can still find themselves flummoxed by the markets. Yet, everyone should have a strategy for investing for their futures, so that they can increase their personal value (#MyPersonalValue) and get the benefit of time in (not timing) the […]
Why you need to start investing now.
This is the transcript of a talk that I am giving to the staff of various organisations and groups of individuals and the topic is “Why you need to start investing now”. I am incredibly grateful that I have had an interest in investing from a very early part of my adulthood, both in seeking […]
Increase your Personal Value
In this first blog for Lunar Capital, I wanted to start with a discussion on how you can more consciously measure your value and build it over time. Over the last 15-odd years, I have regularly (at least annually, and recently semi-annually) updated what I term as My Personal Value (MPV) measure. This has helped […]