From the monthly archives: December 2015

We are pleased to present below all posts archived in 'December 2015'. If you still can't find what you are looking for, try using the search box.

New Talking Factsheets

We are excited to announce the latest Talking Factsheets to be added to the Square Mile Academy of Funds. Talking Factsheets is a service for users of the Square Mile Academy of Funds, combining Square Mile's independent, qualitative fund research with accessible video content. The Talking Factsheets feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from the Rated, Recommended and Positive Prospects lists.

Continue reading »

Philosophically Speaking

Investment philosophy is possibly the most overlooked of the five P's. I think a lot of fund buyers can underestimate the benefits gained by identifying a sound philosophy that underpin an investment strategy. Perhaps therefore, it is not surprising to find occasionally fund managers who struggle to articulate, or indeed, identify what their underlying investment philosophy is. It is quite possible to successfully manage investments without a clear underlying investment philosophy but it is very helpful to consider what might be driving this success. Car drivers don't need to understand how an internal combustion engine works, but if it suddenly comes to a juddering halt, a knowledge of the principles behind what makes an engine tick can act as a solid foundation on which to base the repairs.

Continue reading »

Manager Changes to the Newton Global Income Fund

Square Mile Investment Consulting & Research has suspended the AA rating on the Newton Global Income fund following the departure of lead manager, James Harries. Mr Harries has left the group with immediate effect.

Continue reading »

Square Mile announces two new fund ratings

Square Mile Investment Consulting & Research today announces two new entrants to the Academy of Funds.

The FP CRUX European and FP CRUX European Special Situations funds, managed by Richard Pease and James Milne, have been introduced on the Academy of Funds, with each awarded the highest AAA rating.

Continue reading »

Subscribe to Our Newsletter

*  Required field