Investment Insights

Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment.

Global stocks have had a wild ride in 2020. The onset of the Covid-19 pandemic initially brought global financial markets to their knees, with the S&P500 dropping by over 33% in USD terms between February and March 2020.

Our philosophy is centred on the search for "Future Quality" in a company. Future Quality companies are those that we believe will attain and sustain high returns on investment. ESG considerations are integral to Future Quality investing as good companies make for good investments.

We bet you have never heard of Mats Steen. There’s only a slightly better chance you’ve heard of his online nom de guerre—“Lord Ibelin Redmoore”, or “Jerome Walker”.

Asking for loose change from passers-by no longer appeals to China’s digitally-savvy beggars. Going cashless, many street dwellers in the modern cities of China are now soliciting alms via QR code printouts to facilitate mobile money transfers from potential donors’ smart phone apps.