Investor Insights

size matters in fund management

By James Faulkner

Why size really does matter in fund management

Some funds can maintain their performance as they get bigger while others can’t. We reveal our tips for finding funds that are the right size for their respective mandate and how to spot a fund that could be getting too big for its boots.

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low portfolio turnover

By James Faulkner

Low portfolio turnover is key when it comes to investment performance

The best performing stock market mutual funds generally trade less frequently than their peers who trade more regularly, even when looking at those funds with high active share.

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Questions for fund managers

By James Faulkner

Questions everyone should ask their fund manager

Here’s our rundown of the most searching interview questions to ask your fund manager at your next meeting to ensure you understand how they intend to invest your money.

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By James Faulkner

Why newer funds can help you outperform

Choosing an emerging manager can help to tilt the odds in your favour when it comes to picking the right fund.

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inflation

By James Faulkner

Investing during times of inflation

Central banks told us that inflation would be ‘transitory’. Instead, inflation is now heading for double digits in Europe and the US – and it's widely predicted to stay elevated for years.

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concentrated portfolios

By James Faulkner

Concentrated portfolios are your key to outperformance

The lack of concentration exhibited by many fund managers is a recipe for underperformance. In contrast, the research shows that funds with high concentration tend to outperform over the long term.

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skin in the game

By James Faulkner

‘Skin in the game’: a check-list for evaluating fund managers

Are a fund manager’s interests aligned with your own? A great way to find out is to check whether they have their own money invested in the funds they manage.

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small caps

By James Faulkner

Why small caps? Why now?

Investors willing to take advantage of volatility can capitalise on the long-term outperformance of small-cap stocks - and now could be a great time to do just that.

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Bretton Woods Capital Controls

By James Faulkner

Capital controls are making a come-back – but it’s not too late to prepare

The free movement of capital is being curtailed the world over as globalisation is in retreat and the world fractures into competing power blocs. Capital controls can have a devastating impact on your wealth, but it’s not too late to protect yourself.

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Tax havens sinking ship

By Swen Lorenz

Tax havens are toast

The world has recently seen Russia cut off from the West's financial system, and something similar is likely to happen to many of the places commonly known as "tax havens". In short, tax havens are the next Russia – and it's great for Guernsey!

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tax reporting

By James Faulkner

Tax reporting for Guernsey funds – how it works

The public perception of offshore financial centres is at least ten years behind the times. Changes to the global taxation regime in recent years have fostered a much clearer outlook for those investing in offshore funds.

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Marcel Maschmeyer

By James Faulkner

Marcel Maschmeyer: “I’m a hardcore fan of active investing”

James Faulkner interviews Paladin ONE manager and Sarnia Asset Management founder Marcel Maschmeyer to find out what makes him tick – and why he’s evangelical when it comes to active fund management and European equities.

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Active investing

By James Faulkner

The growing opportunity in active investing

Our fund management firm is all about active investing, but we are the first to say that most investors should simply opt for passive investing. This must sound surprising – and it's not the only surprising fact you will learn from this article.

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