Dear Clients, Globescan Capital was founded on the principle that investing in high-quality companies at attractive prices is the most consistent way to achieve long-run, risk-adjusted returns. As such, as many of you already know, we do not overly concern ourselves with short term market swings driven by ever-changing sentiment shifts or short-term news flow. Instead,...
Dear Clients, Globescan Capital was founded on the principle that investing in high-quality companies at attractive prices is the best and most consistent strategy to achieve long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of any recent market movements, we maintain the same disciplined adherence to that principle. In...
Dear Clients, We are happy to report that 2019 was a very positive year in both absolute and relative performance terms. As you know, Globescan Capital was founded on the principle that investing in high-quality companies at attractive prices is the best and most consistent strategy to achieve long-run risk-adjusted performance. This remains as true today...
Dear Clients, Once again, we are pleased to report that this quarter has been positive for us in both absolute performance terms, as well as in relative performance terms (our portfolio vs the market overall). So far during 2019 we have been fortunate to have witnessed unusually positive overall market returns (combined with our healthy...
Dear Clients, Q2 2019 has been very positive for us in both absolute and relative terms, with all our models performing ahead of their respective benchmarks. We often comment on the unpredictability of markets in the short term, and these past few months have been no exception, reminding us of how easily and quickly the...
As you know, our philosophy and approach to investing is to focus on the long- term cash flow growth of the companies we invest in, rather than focusing on short term market movements. As such, quarterly updates such as this are of far more value to you if we focus more on how we...
Globescan Capital was founded on the principle that investing in high quality companies at attractive prices is the best and most consistent strategy to achieve long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of the recent market movements we maintain the same disciplined adherence to that principle. What...
Globescan Capital was founded on the principle that investing in high quality companies at attractive prices is the best and most consistent strategy for achieving favorable long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of political changes, market movements and other investment fads, we have maintained and...
Globescan Capital was founded on the principle that investing in high quality companies at attractive prices is the best and most consistent strategy to achieve long-run risk adjusted performance. This remains as true today as it has ever been. Regardless of political changes, market movements and other investment fads, we have maintained and will...
