Investment Insights

  • Quarterly Investor Conference Call

    We host quarterly conference calls in order to give investors an opportunity to interact with a broad part of our investment team.

  • Quarterly Investor Conference Call

    We host quarterly conference calls in order to give investors an opportunity to interact with a broad part of our investment team.

  • Transcript of Quarterly Investor Conference Call

    Portfolio Managers

    We anticipate hosting quarterly conference calls going forwards in order to give investors an opportunity to interact with a broad part of our investment team. This does not replace any of our personal contact with any of our investors but we do believe it’s an efficient use of both our time and your time in order to make sure that we get our message across and that the communication is intact.

  • Inconvenient Truths About Investing

    Linda Eedes

    Inconvenient Truths about Investing: Despite the literature and investment wisdom that comes with it, markets indicate that, we humans still behave in a counter-productive manner when it comes to making good investment decisions over time.

  • Are We There Yet (Again)?

    Wilhelm Hertzog

    In REVIEW Volume 6 of October 2008, we published an article entitled 'Are we there yet?'. This piece set out to gauge whether we were approaching a bottom in equity markets, which were falling precipitously at the time. Given the maelstrom engulfing the mining sector in recent months, the extent of the share price declines in the sector, and RECM funds' exposure to the sector, we thought it would be apposite to write a follow up to our original article, but this time focused exclusively on the mining sector.