Announcements

API Capital Joins Tamim Platform

API Capital is pleased to announce it will join the Tamim platform and provide a High Conviction global equity portfolio as part of Tamim’s broader ...
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Ping An Asset Management (HK) and API Capital announce new collaboration

API Capital is pleased to announce a new collaboration with Ping An of China Asset Management (HK) Co. Ltd. to develop investor access to a variety of...
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BLOG

  • November 24, 2017

Japanese equities – a market of misunderstood problems and opportunities

By Robert Swift  We have argued for a while that Japan has not ‘suffered from’ deflation but has benefitted from deflation in goods and services ...
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  • November 24, 2017

China re-visited & a property market to closely monitor

By Karl Hunt We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have t...
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  • October 20, 2017

Gilead – When is a tech stock not a tech stock?

By Robert Swift We often show investors our sector and region weights. These are important aspects of our portfolio construction process because ensur...
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  • August 25, 2017

So you’ve sold Telstra… now what? Party like it’s 1999?

By Robert Swift Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies...
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  • July 21, 2017

Macy’s – Is being early is the same as being wrong?

By Robert Swift Contrarian investing is a great approach providing you don’t forget that other investors are selling the stock because they think th...
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  • July 12, 2017

Improving Smart Beta strategies

By Roger McIntosh Smart beta investing, or rules-driven active investing, has gained widespread popularity and usage, particularly amongst investors l...
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