The biggest competitive advantage an investor can have is time In the 1960s, the average holding period for a stock was over eight years. Today, it’s less than six months. But with less time in the market, the narrow band of return dispersion means that many investors end up tracking the index, not beating it. 30 juin, 2025 Article 6 Minutes
Mise à jour sur la Chine : la reprise intérieure prend de l'ampleur malgré les vents contraires externes Les investisseurs ont commencé à adopter une attitude plus positive envers la Chine après que le gouvernement a renforcé son soutien à l'économie en septembre dernier. Les développements nationaux dans le domaine de l'intelligence artificielle (IA) ont également contribué à améliorer le sentiment du marché. 13 mai, 2025 Article 8 Minutes
Management quality: how we identify teams built to last At FSSA Investment Managers, we invest in businesses we expect to be part of our portfolio for decades to come. That’s why we put such a premium on the quality of management teams, choosing leaders who we believe have the skills to build strong franchises and deliver long-term growth. 13 mai, 2025 Article 4 Minutes
The biggest competitive advantage an investor can have is time In the 1960s, the average holding period for a stock was over eight years. Today, it’s less than six months. But with less time in the market, the narrow band of return dispersion means that many investors end up tracking the index, not beating it.