Over 30 years experience looking after investment portfolios for private clients seeking to preserve capital & generate solid returns.
Joined May 2021
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We’re now ranked #1 across every major time horizon on Citywire.
67.0% YTD | 67.0% 1Y | 82.2% 2Y | 191.4% 10Y
Top performance. Consistent discipline.
Thank you to our investors.
#ValueInvesting #LongTermInvesting #AssetAllocation #FundPerformance
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Is the Shiller CAPE ratio a warning sign? With the US stock market trading at 41.6 vs a historical avg of 17.4, we might want to double-check our optimism. đź“Š #sp500 #stocks #valueinvesting" - We Have Been Here Before- bit.ly/4vP6ofF
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In a year when most global equity funds are bleeding red, the VT Price Value Portfolio is in the green. #ValueInvesting – it’s working. #Investing #Stocks #Fintwit #CapitalPreservation bit.ly/42ERDiK
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Governments are borrowing their way out of insolvency. But when the music stops, who's left holding the debt? It's imperative to reassess risks now. #Investment #Inflation #Fintwit Read APOCALYPSE LATER: bit.ly/4e56qZK
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Governments lie about fighting inflation. They need it. It shrinks the real value of their debts while shrinking the purchasing power of your savings. Inflation is not a policy failure. It is the policy. #inflation #gold #soundmoney Read: Dying of Money: bit.ly/3RVKNnc
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Help from the government: 9 words to freeze your blood. Every intervention—minimum wage, QE, UBI—makes markets dumber and outcomes worse. #stockmarket #fintwit #inflation #mises #recession - Read "Set the markets free": bit.ly/3LvyefE
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Buffett's mentor, Graham, knew the score. Markets craziness needs a response rooted in value investing fundamentals. Stay smart, stay ahead. #investing #stocks #equities READ Absurdity: bit.ly/4v6GJ1N
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The Suez Crisis: A tale of control, imperial pride, and Cold War tensions. Lessons still echoed in today's geopolitics. #investing #SuezCrisis #geopolitics... Read: Suez II bit.ly/4t6vlSM
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But just because something hasn’t happened yet doesn’t mean something can’t ever happen. Just because the bond market hasn’t exploded yet doesn’t mean that it never can or never will. Read - They never saw it coming//bit.ly/4qSTsDw
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In 2015 we wrote a book in which we warned about the - now current - assault on our financial freedoms. DOWNLOAD "THE WAR ON CASH" for Free - bit.ly/3IApTzN #cashlesseconomy #inflation #recession #war
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History shows us bubbles burst—dotcoms then, AI now. The difference? Today’s bubble embraces almost everything. Keep your eyes wide open. #valueinvesting #bubble #fintwit" - We Have Been Here Before- bit.ly/4vP6ofF
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Keynes warned us: inflation is silent theft. QE printed wealth not for Main Street, but for asset holders. It enriched the rich—and punished savers. #inflation #QE #gold #gotgold #sp500 #investing - Read "Set the markets free": bit.ly/3LvyefE
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Fix the money, fix the world." The fiat system is broken. Real assets—gold, silver, Bitcoin—outlast central planning. History proves it. Markets will too. #gold #btc #bitcoin #investor #fintwit #inflationRead “it Get’s Serious” Now - bit.ly/45z9v0S H/t @LawrenceLepard
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A film studio runs out of money and shuts down. A government runs out and calls it fiscal policy. Borrow more. Tax more. Print more. Bondholders may discover they WERE the exit liquidity. - Read APOCALYPSE LATER: bit.ly/4e56qZK
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Inflation does not begin at the supermarket shelf. It begins when money is created without discipline, labour or restraint. Central banks can guarantee the cash. They cannot guarantee what it will buy. #inflation #gold #fintwit Read: Dying of Money: bit.ly/3RVKNnc
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Bernoulli knew what was up! For wealthy investors, preservation over growth. Keep what you have; #wealth preservation > risk. #valueinvesting #investing - READ Absurdity: bit.ly/4v6GJ1N
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Groupthink: The silent enemy of decision-making. Concentrated power can lead to bigger mistakes. #investing #decisionmaking #fintwit Read: Suez II bit.ly/4t6vlSM
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Reagan quipped government is a baby with no responsibility. Today, with such rising debt, do we feel the same? #equities #debt #stockmarket #investment #sp500... Government or humanity - you choose bit.ly/416lGPR
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The role Epstein played in routing connections across finance, politics, and technology is staggering. How deep do his ties go into our global systems? More investigations needed. #investment #fintwit #trading Read: Darkness Visible 2 - bit.ly/4r3ZUXw
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Spotting opportunities amidst fund market noise? Ignore ads. Focus on smaller, boutique managers and personal recommendations. Small is often mighty. #investing #fintwit ... Read Machine Code Now: bit.ly/4mGIoIy
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1999 was the dotcom bubble; 2026, we're in the 'Everything Bubble'—tech, debt, property—all overpriced. The real bubble is human optimism! 💡 #investing #stockmarket #equities"-We Have Been Here Before- bit.ly/4vP6ofF
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