Commentary Archives - Page 79 of 100

Take a closer look

Take a look at the data of our investments and see what makes us different.

LOOK CLOSER

KEEP IN TOUCH

Contact us

In order to find out more about PVP please get in touch with our team.

1 November 2018

Fireworks

1 November 2018

Regardless of how the stock markets evolve over coming months, we will try to remain focused on identifying high quality businesses with principled, shareholder-friendly management where we can purchase shares in those businesses at a discount to their inherent worth.

25 October 2018

Risky business

25 October 2018

Yes, ‘mission creep’ comes close to defining the problem. Most of us surely just want to get on with our lives with the minimum of fuss and the minimum of footling regulation

17 October 2018

Two strategies that actually work

17 October 2018

“In investing, what is comfortable is rarely profitable.” - Rob Arnott.

12 October 2018

Watch bonds

12 October 2018

In the absence of foreknowledge, sound diversification is the only intellectually and mathematically defensible market response. But beyond anything else – watch bonds.

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Performance

Analytics

Others