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January 31, 2021
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It’s Game On for Microsoft

“Microsoft – Mr Softie – results are out and they just blew past all predictions!” – William Meyer I have always liked Microsoft. It’s a great […]
December 15, 2020
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Survivors and Thrivers – Critical Investment Themes for 2021

As investors clink champagne glasses and bid 2020 farewell, I don’t think many will shed a tear. Next year is going to be so much better! […]
November 11, 2020
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Dynamic Capital Allocation in a Covid 19 World

“Is it possible to enjoy great diversification benefits without diluting performance? With Fenestra’s dynamic capital allocation model the answer is an unequivocal yes and herein lies […]
October 16, 2020
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Contrarian Investing is not for the Faint-Hearted Investor

“The true, old market adage is that investors should buy low and sell high. This principle underscores what is known as the contrarian style of investing..” […]