Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

‘Cold-shoulder the creep of compulsory ESG’

As a fund manager, I believe it is my fiduciary duty to maximize returns for my investors, within the specific fund risk framework and regulatory regime. Environmental, Social and Governance (ESG) investing involves excluding certain stocks from an investment universe based on a non-economic objection.

‘Why the Footsie is Failing’

If you had invested £1 in the FTSE All Share Index a decade ago you would currently have 64p of profit, including dividends. But that same £1 invested in the S&P500 - the most representative index of American stocks - over the same time would have made a profit of £3.38p (over 5 times your money).

‘The Stockmarket Sceptic 1: The Value of Scepticism’

When the venerable Charlie Munger died in November, aged 99, it marked the end of the world’s most successful investment partnership with Warren Buffett, aged 93. Although junior in terms of ownership of Berkshire Hathaway, Munger was credited with persuading Buffett to pivot his investment process away from buying “fair businesses at wonderful prices” to instead “wonderful businesses at fair prices”.

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