Our Man in NYC

The first NCAV update of the year has been much delayed, as the process failed to show up any new names that could be added to the Absolu...

Portfolio Update The changes to the portfolio during February came largely as result of rebalancing the book after some cash was added on F...

Our Man hasn’t really written a post of substance in a while, for a mixture of good and bad reasons.  On one-hand, Our Man doesn’t really li...

Portfolio Update January saw only limited changes to the portfolio, and these changes largely reflected thoughts/themes that have been d...

Our Man recently looked at some of the things that could help the economy and markets in the upcoming year, now for some of the things that ...

Traditionally, at the start of each year, Our Man looks at some of the major things that could help or hinder the economy and markets dur...

Portfolio Update There were only a couple of changes to the portfolio this month, which had no real impact on the portfolio. - NCAV: Th...