We produce much written material for our partners at Tamim, where we also provide updates and views to market and related political developments. You can follow these below or on our LinkedIn page. Alternatively feel free to directly contact us.


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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Market Views

  • March 16, 2018

Macy’s meets Moneyball – why successful investing requires patience

By Robert Swift If you have any interest in investing, then Moneyball is a book worth reading and a film worth watching.  It is the story of a relati...
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  • March 6, 2018

Upsetting the Apple cart – is it still right to hold?

By Karl Hunt We have held Apple for some time believing it to be too lowly rated given its growth and potential.  Apple has always been relatively lo...
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  • February 13, 2018

“Was it worth it?”

By Robert Swift  Forgive us for returning to an old favourite topic. Whether a decade of Zero Interest Rates (ZIRP); massive central bank interventio...
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  • December 18, 2017

Are Friends Electric? Or, “Who wins in an age of electricity powered vehicles?”

By Robert Swift  “Our one source of energy The ultimate discovery Electric blue for me Never more to be free Electricity Nuclear and HEP Carbon fue...
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  • 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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