Quarterly Update - March 2019

In this post, we provide a quarterly update for our global and Australian founder strategies. We offer the rationale for our primary stock selection tool, a founder’s active ownership stake.  This is designed to focus our strategies on stocks whose founders have made the most significant financial and emotional investments in their company.  We also discuss how the upheaval in China’s shadow banking sector in recent years has contributed to the slowdown in growth but helped to address systemic risks in the financial system.