Over 30 years experience looking after investment portfolios for private clients seeking to preserve capital & generate solid returns.
London
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We’re now ranked #1 across every major time horizon on Citywire.
67.0% YTD | 67.0% 1Y | 82.2% 2Y | 191.4% 10Y
Top performance. Consistent discipline.
Thank you to our investors.
#ValueInvesting #LongTermInvesting #AssetAllocation #FundPerformance
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The Suez Crisis: A tale of control, imperial pride, and Cold War tensions. Lessons still echoed in today's geopolitics. #investing #SuezCrisis #geopolitics... Read: Suez II bit.ly/4t6vlSM
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War's true cost isn't just resources. It's an economic stage built on higher taxes and inflation, squeezing productivity and prosperity from the middle class. #fintwit #economics #oil #gas .. Read: The Dead Zone - bit.ly/3NnrzoG
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Keynes warned us: inflation is silent theft. QE printed wealth not for Main Street, but for asset holders. It enriched the rich—and punished savers. #inflation #QE #gold #gotgold #sp500 #investing - Read "Set the markets free": bit.ly/3LvyefE
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Faced with extraordinary monetary interventions and low rates, investors must act now. Protect your future. ⚠️ #stocks #inflation #fintwit - Read ‘Time to Take Action” bit.ly/4rtqOKA
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A 4-decade US Treasury bull market broke in 2022. Commodities are now the only asset class that look remotely honest. #valueinvesting #inflation #commodity #recession #crypto bit.ly/4rE5y3u
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The internet is the greatest library ever built and the loudest distraction machine invented. The advantage is not consuming more; it is finding signal, ignoring noise & learning from people worth listening to #investing #fintwit - Read ‘Clueless’ NOW: bit.ly/4cKTAQC
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The creators of killer machines in 'Berserker' remind us of the unintended consequences we face today in our financial systems. Can we bear the cost of our ignorance? #fintwit #investor - Read ‘Fight the Berserker!’ Now: bit.ly/4cwlsI4
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Let's talk "information overload." Too much data leads to a "paralysis of analysis," stalling decision-making. It's about slowing down and thinking deliberately. 🧩 #decisionmaking #investor -Surviving Information Overload - bit.ly/4ybQI7A
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If you don’t own #gilts personally, I can tell you with more or less 100% certainty your pension fund does. So make no mistake – this affects you. Download "THE WAR ON CASH" bit.ly/3IApTzN #gold #btc #pensions
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Groupthink: The silent enemy of decision-making. Concentrated power can lead to bigger mistakes. #investing #decisionmaking #fintwit Read: Suez II bit.ly/4t6vlSM
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Feeling overwhelmed by an avalanche of 'essential' news? Real progress comes from understanding complex, slow-burn trends, not daily headlines. #crypto #trading #dividend #btc Read - Become Happier: bit.ly/3ZN2eHs
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Most funds are underwater in 2025. Ours isn’t. Why? Because we refuse to overpay for mediocrity: #GotGold #Index #Keynesian #ValueInvestor bit.ly/42ERDiK
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The trouble with waiting for certainty is that by the time it arrives, your options may have disappeared. We can’t know whether capital controls are coming. We can decide how exposed we want to be if they do. #gold Read ‘Time to Take Action” bit.ly/4rtqOKA
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Ignore the status games. Wealth means assets that work for you. Seek assets, not status. #investing #financialfreedom - Read ‘Clueless’ NOW: bit.ly/4cKTAQC
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Price controls never win. From the Soviet Union to today's central banks, distorting market realities only ends one way: failure. How long can this illusion last? #fintwit #economy #investment - Read ‘Fight the Berserker!’ Now: bit.ly/4cwlsI4
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In an era of "data smog," simplicity is gold. Stick to investments with inherent quality and value. Filter out the market noise. Trade with precision, not in haste. #valueinvesting #stocks #equities - Surviving Information Overload - bit.ly/4ybQI7A
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The Sugarscape experiment proved inequality is inevitable—even in digital Eden. Wealth concentrates when talent, luck, and rules collide. Embrace it. Don’t fight it. #valueinvesting #markets #btc #fintwit - Read "Set the markets free": bit.ly/3LvyefE
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Suez wasn’t just a canal crisis — it was a stress test for empire, energy and money. The 1970s rerun feels ever more absurd. Unsustainable monetary systems don’t end neatly: first with a bang, then with a whimper #inflation #geopolitics... Read: Suez II bit.ly/4t6vlSM
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Safety is not a feature - it’s a price. Owning a government bond at sub-inflation yields is not ‘safe’, it’s voluntary impoverishment. #bonds #valueinvesting #recession #inflation #investment... Read - They never saw it coming//bit.ly/4qSTsDw
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In 2015 we wrote a book in which we warned about the - now current - assault on our financial freedoms. DOWNLOAD "THE WAR ON CASH" for Free - bit.ly/3IApTzN #cashlesseconomy #cashlesspayments #cash #gold
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