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Opinion

Sometimes, you can trust a hunch

Whether you call it a ‘gut feeling’ or ‘expert intuition’, under the right circumstances and in the right investment environment, it can take you in the right direction.
Opinion

How to build a long-horizon culture

Culture is hard to build and maintain, but if you start with good leadership and the right people, you can build the advantage of a long-term investing mindset into an organisation’s DNA.
Opinion

The long-horizon advantage defined

A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.
Opinion

Eight paths to long-term premia

When the Thinking Ahead Group looked into whether investors could be reasonably certain of a long-horizon premium, they found builders of value and savings whose costs are worth it.
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