News and Articles – 2015

Barron’s: Volkswagen, Oracle, Lonmin Top Value Managers’ Picks

Volkswagen, Oracle, and Davide Campari-Milano, the Italian spirits company, were among the top investment picks of the A-list professionals speaking at last week’s London Value Investor Conference. There was plenty of talk at the charity event—which raised almost $50,000 for Child Bereavement U.K.—of two legendary American value investors, Benjamin Graham, who died in 1976, and his disciple Warren Buffett….  Read more

Citywire: Why we’re taking a look under car sector’s bonnet

It seems traditional to write about companies one invests in but I thought it about time to write about one we decided to pass on.

The turmoil at Volkswagen and the consequential effect on the share prices of other car companies caused us to look briefly at a number of car manufacturers, and in some detail, at Hyundai Motor Company…. Read more