Portfolio Commentary

Our risk-first approach and thoughtful stock selection helped us deliver stable post-fee performance in our flagship schemes as can be seen in the table below.


Do the right thing

We can all get things wrong, but if presented with the right incentives, and a little luck, there might still be time to change our minds before it is too late.


For Credit Suisse, Gallows Humor is No Laughing Matter

It shows a certain degree of nonchalance in viewing the crisis embroiling Switzrand's second-largest Swiss bank, especially since its current stock price of 1.68 Swiss francs won't buy you a lot of bread.