How a UK Equity Fund Fits Within a Diversified Portfolio
It is easy to get absorbed in performance tables, fund ratings, or whether one style is currently in favour. Those things have a place. But portfolio…
22 Sep 2026
How We Analyse a UK Company: A Step-by-Step Investment Process
A philosophy, however, is only useful when it can be translated into a clear and repeatable investment process.
This article explains how we do…
15 Aug 2026
Why We Focus on Businesses, Not Markets
Nobody can consistently predict what markets will do next. Instead of focusing on headlines and forecasts, we believe successful investing comes from…
11 Jun 2026
What Does "Quality Investing" Actually Mean in Practice?
The first in a 12-part series on how Castlebay Investment Partners thinks about investing. We explain what quality really means — and why it matters…
20 May 2026
Why Albert E Sharp has sold Lindsell Train
Despite its travails, Lindsell Train UK Equity remains the most popular UK equity growth fund in our database (when we also consider UK equity income…
23 Oct 2024
Simon Evan-Cook says wealth sector becoming a 'monocrop'
A healthy dose of introspection is never a bad thing in the finance industry, and it’s not every day that DFMs discuss the performance of their…
23 Oct 2024
Fund of Funds Insider: Back in the game - my starting lineup
After a short stint preaching from the side-lines, our Fund of Funds Insider is once again walking the walk.
26 Oct 2022
Fund of Funds Insider: Busting two selection myths
Simon Evan-Cook examines the fund-buyer obsession with strategies having low turnover and a small number of stocks.
15 Oct 2021
Fund of Funds Insider: Passive zealots really wind me up
Passive investing divides opinion, but an honest assessment of its benefits and limitations is crucial when making investment decisions. Examples from…
