Bellwood Capital is a specialist global equity investment manager based in Cape Town. We manage segregated global stock portfolios for private clients with a long-term view.
Nobody knows - Howard Marks. Sensible approach to investing in light of #Coronavirus https://t.co/iOv7l6OSqQ
Why we sold our Apple shares https://t.co/tNbxE1Al4x
When patience doesn’t pay https://t.co/qTjSDB3t3d
Diversification will always underperform the best performer, but the best performer is only knowable after the fact. That’s the point of diversification.
ideal % allocation to US stocks to maximize sharpe has been... 100% since 2008
tough out here for the global diversification crowd
Dare to be Different https://t.co/a8DvuVCpiZ
How will you measure your life? - Clayton Christensen https://t.co/wOa7cE5izH
Watch this space https://t.co/B8MqvwkapH
Really good, especially #3. https://t.co/16eF3mxkFE via @collabfund @morganhousel
Subscribe to Bellwood Capital’s publications: