Mike Deverell
Welcome to our latest quarterly report.
Once again, global markets have become volatile, shaped by geopolitical events and rising energy prices. Despite some small declines since February, our core portfolios have fallen less than typical mixed investment funds. Our cautious positioning and disciplined investment approach have enabled us to weather recent fluctuations and continue producing strong long-term returns.
Over the past decade, our portfolios have consistently outperformed inflation, cash, and comparable portfolios, even amidst major challenges such as Brexit, the pandemic, and trade wars. This resilience underscores the value of steady investing through turbulent times.
In the first of two videos, we take a look at what’s been happening in the economy and global markets.
In our second video, we look at the impact on our portfolios and how we have adjusted them in light of these market conditions.
