Investment Insights

Investment Insight – Banks vs. Fintech

  • It has been a tough decade for banks, especially in Europe
  • Small, agile start-ups are challenging a mature industry
  • We believe selective FinTech stocks should emerge as relative winners

Read more

Investment Insight – The pitfalls of crowd investing

  • Early turmoil in markets turned 2016 consensus forecasts upside down
  • Consensus positions have asymmetrical risk/return profiles
  • High-conviction bets should be sized according to consensus positioning

Read more