Category: News & Views

Selling Winners and Keeping Losers

A common mistake of many inexperienced financial advisors and investors is in the way they manage their portfolio: selling the winners too early and keeping the losers for too long.

Buy, Sell or Hold?

Our strategy: Investing with peace of mind, for ourselves and for our clients, and being able to create real value while contributing to the growth of a company in the long run.

Is Cash An Asset?

As financial markets around the world were routed these past few weeks, our investors began to appreciate the value of the cash levels in our portfolio, especially the USD cash.