Robert Hale

2025 taught us that overreacting to every seemingly at first glance shocking headline, is perhaps not wise. We therefore take comfort that our systematic approach (both on the sell and buy side of the equation) to investment has served our investors well and while we feel that perhaps 2026 will see a further ratcheting in uncertainties around the globe, that our ability to move away from a more prescribed portfolio allocation model, will stand us in good stead.

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