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.
Why consistently profitable businesses ultimately deliver better returns: https://t.co/YTlNqKqk3D
Does the thought of a strong Rand keep you up at night?
"Under stress we imagine patterns that do not exist"
The conventional wisdom in investing is that more information is better than less. But is it really?
A property investment is 1 asset class, in 1 location, with income from 1 person in 1 currency.
Make sure the expected returns justify these risks.
"Do you see a man who excels in his work? He will stand before kings; he will not stand before unknown men."
Whatever happened to this guy?
"Prediction is about probability and putting the odds of success in your favor. But observers mostly judge you in binary terms, right or wrong." - @morganhousel https://t.co/cwSf5wxis5 via @collabfund
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