Our Man in NYC

Portfolio Update   April saw some changes to the portfolio: - Portfolio Redemption:  April is tax season in the US (and home improveme...

“It was six men of Indostan To learning much inclined, Who went to see the Elephant(Though all of them were blind), That each by observ...

Portfolio Update There were no changes to portfolio during March. Performance Review While March seemed superficially very similar to ...

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...