Archive | 2017 Archive

December 2017 Quarterly Newsletter

In the Selector December 2017 Quarterly Newsletter we review performance and attribution. The structural changes that the world is forcing on business should be a key point of investor concern. In most instances, this will inevitably lead to significant business realignment. In our review of the book “Red Teaming”, we touch upon this and the pitfalls […]

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September 2017 Quarterly Newsletter

In the Selector September 2017 Quarterly Newsletter we review performance and attribution. In this quarterly we review performance and attribution. During the Quarter, we travelled to the U.S. with James Hardie. We also comment on the unhealthy focus on “meeting guidance”, corporate culture, oil, domestic energy and reporting season.

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