Regulated Monopolies
Through its roads, airports, and energy and physical infrastructure, our next recommendation serves 90% of our lives.
Kit Winder
Latest
Venture: Precious Metals Correction
After a few brutal days in precious metals, I wanted to highlight some key charts before we get into some portfolio updates. Let’s start with the gold price.
A Breath of Fresh Air
When seeking quality companies, the predictability of future earnings is a key consideration, alongside the resilience of sales during all
Venture: Portfolio Update
These are good times for global stock pickers, and in this issue, I provide an update on our holdings in Venture.
Curing the Sugar Disease
Today's addition dominates one of the most promising new markets in healthcare for the coming decades, and a return to outperformance looks likely.
Venture: European Healthcare
This stock stood out because after a prolonged period of malaise, things are turning up. Not only that, but it also comes at a low valuation and is in a sector that is on the mend.