I recently came across an excellent book - Hidden Champions Of The 21st Century - by business consultant Hermann Simon. In the 1980s, Simon identified a group of...

National Savings and Investments announced yesterday that a new issue of Index-Linked Savings Certificates with a five year term is now available. We believe that the certificates offer a good...

“Ideally, to protect against inflation, you want a royalty on someone else’s sales so you don’t have to invest any more capital—you license...

Over the year to 28th February 2011, Evenlode Income’s A and B shares rose 17.9% and 17.3% respectively, on a total return basis. This compared to a...

John Maynard Keynes identified something in economics that he called ‘the paradox of thrift’. If you or I save money and pay down our debts, then...

As previously discussed in this monthly, we have increasingly moved away from smaller companies and more economically sensitive businesses, and towards high quality blue...

What a difference four months makes. Our update at the beginning of September (What You See Is What You Get) focused on the unsung value creation...