Archive | 2014 Archive

2014 Newsletters

December 2014 Quarterly Newsletter

In the December 2014 edition we review performance and attribution. We profile Altium (ALU) and SAI Global (SAI). We ask the question – Are AGM’s a waste of time? And finally take a look at “winners” like IBM, Oil, Government policy and Vladimir Putin.

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September 2014 Quarterly Newsletter

In the September 2014 edition we review performance and attribution. We profile GBST Holdings and iProperty Group. Offshore we take a look at Quantitative Easing and US Energy. We also consider how technology for the Ages changes each generation.

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