Ardevora opposes Buffett view of airlines
Ardevora challenges Buffett’s long-held aversion to the airline sector, saying there are selected opportunities to be found in the space.
Ardevora
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Why valuations do not really matter Ardevora
Valuations need a lot of stretch before they start to really matter.
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Taking the tough calls when
Ive often thought it would be fun to set up my own investment house, but alas Shepherd Asset Management (or, er, SHAM) remains a pipe dream.
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whos banking on financials
Five years on from the collapse of Lehman Brothers, and investors still today yearn for a return to monetary normality and, dare I say for the banks, a return to more antiquated times.
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hermes signs page as it enters uk wholesale market
Rob Page is to join Hermes Fund Managers as the company takes its first steps into the UK wholesale market.
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ardevora launches debut onshore fund
Ardevora is to launch a mirror of its UK Income Fund as an onshore proposition with Margetts as its ACD.