Financial Mail - Investors Monthly - 2015-08-27

• PUTTING POWER IN THE HANDS OF INDIVIDUAL­S
• The overlooked value of taking sufficient risk
• Ready to push the boundaries out
• Personalis­ed, for more sophistica­ted clients
• Making the right calls on the big picture stuff
• HEDGE FUND PARANOIA STALKS GLENCORE
• Let’s base our decisions on reality
• IT WILL GET WORSE BEFORE IT GETS BETTER
• ADDING ON WITHOUT CHANGING TOO MUCH
• A RUMBLE IN THE FAST FOOD JUNGLE
• How to hedge against the rand
• Woeful state of SA manufactur­ing
• Steeling for a white knight
• Testing the philosophy over time
• Not yet ready to bet on ideas still in the lab
• Prepare for a slippery pole
• NOT ALL AWFUL, AS LONG AS YOU’RE NOT MINING
• Long record of value and an interestin­g future too
• Keep an eye on the door
• Precious metal adjustment­s
• Dogs, me and the bliss of solitude

Financial Mail - Investors Monthly - 2015-07-30

Financial Mail - Investors Monthly - 2015-09-25