INSIGHT
VECTOR one year performance
We have completed a successful first year with the fund gaining 23.1%, comfortably ahead of the benchmark.
Una Festa del Tartufo Bianco
On Thursday 24th November SORBUS Partners hosted a White Truffle Celebration dinner.
SORBUS advertising at Lord’s Cricket Ground
SORBUS is pleased to announce its new advert at Lord’s. (We know the people in the box!)
The advance of the robots
It is commonplace to observe that “robots” – the machines, the software, the algorithms, Artificial Intelligence in its broadest sense – are displacing workers and taking up tasks at an accelerating rate.
The Dragon roars
“When you combine ignorance with leverage, you get some pretty interesting results.” Warren Buffett.
Election 2015
“The most important election of a generation” David Cameron This note examines the above assertion and explores the impact for investors of today’s vote.
That was 2014 – what does 2015 have in store?
It is at this time of year that the SORBUS Advisory Board reflects on the changes in the wealth management sector over the last 12 months and more particularly assess our match fitness for the year ahead.
Review of 2014
The S&P 500 gained 16.8% during 2014. Following a poor first quarter when the U.S economy actually contracted due to extreme weather conditions, growth picked up markedly over the course of the year.
Bank attraction
We have previously noted that UK banks were starting to look interesting from an investment perspective and we now examine this in more detail.
Oil toil
The price of oil has plunged in a manner no commentators were predicting at the start of this year. An initial conclusion should be to reinforce your scepticism of solemn analysts claiming to predict the future with precision.
Exposing investing costs
“No good reasons have been put forward for why all the costs of investment management, both visible and hidden, should not ultimately be fully disclosed”.
Private equity refinancing
Reuters reports that private equity owned companies face difficulties refinancing billions of dollars of existing buyout loans and raising extra debt for acquisitions.