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

1 post found for December 2012

‘Reminiscences on a decade as a Euro Stock Operator’

Exactly a decade ago, I began managing a European equity fund. My core belief has always been to look for stocks with superior earnings momentum: that is to identify and invest in stocks that I thought could earn higher profits than the market was anticipating and at the same time avoid those that would be unable to deliver their forecast profitability. Although over the last ten years I made numerous mistakes, learnt lessons and refined my process, sticking to this simple strategy has allowed me…