A bit of anarchy is good in investment selection

A bit of anarchy is good in investment selection

‘Making movies is controlled anarchy, chaos’ – Michael Cimino It is a bit of a cliche to say that investment is both an art and a science…but in reality it actually is.  We have talked before about the ‘voting machine’ and ‘weighing machine’ investor, the...
Excitable times

Excitable times

“May you live in interesting times” – an English expression purported to be a translation of a traditional Chinese curse We are certainly living in interesting times.  If you look at a range of financial market measures for the first week of October,...
A deal, a non-deal, changes and a sale

A deal, a non-deal, changes and a sale

‘Optimism doesn’t wait on facts. It deals with prospects. Pessimism is a waste of time’ –  Norman Cousins Life is rarely boring in the financial markets and this certainly is not the case for the Dynamic Opportunities Fund portfolio. Last week we undertook...