Insights
Insight, news and updates from the OLIM team
Ten things a charity trustee should understand about investment performance
In this article I will attempt to provide a brief overview of ten concepts that I believe are helpful for understanding investment performance. The latter is often presented as a binary issue – performance is either positive or negative. However I hope that, in reading what follows, it will quickly become apparent that appraising performance […]
MiFID2 and PRIIPS – do these new regulations benefit charity investors?
In more than 40 years as an active investor, I have experienced a progressive tightening of the regulatory environment, sometimes long overdue, in the case of RDR, and sometimes completely misconceived. In the case of MiFID2 and PRIIPS, both introduced in January 2018, investors must decide whether these new regulations, the size of seven Bibles […]
The rules of value investing
Simon Jaffé, Director and portfolio manager at OLIM, argues that the rules of value investing have changed with three new factors for investors to consider in addition to the classic principles of Benjamin Graham and Warren Buffett.
Integrity in investment management
Angela Lascelles, co-founder and portfolio manager at OLIM, reflects on changes in the investment industry since she began her career in 1968, and the importance of trust to success.