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John Baron's Investment Trust
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Private Investor's Diary
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John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year
John Baron's Investment Trust
January 17, 2024
John Baron: Why I'm buying smaller companies
Our investment trust expert picks out funds to add global small caps to his portfolio
Private Investor's Diary
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Private Investor's Diary: Why I'm optimistic going into 2024
John Rosier remains happy to be fully invested going into 2024
John Baron's Investment Trust
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When is a cost not a cost?
John Baron issues a call to arms to resolve the cost disclosure issue that is bedeviling the sector
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Bearbull Portfolio: Which holdings are private equity circling?
Private equity’s attack dogs are prowling around Bearbull holdings
Bearbull Income Fund
November 23, 2023
Bearbull Portfolio: Why adding weak links helps your portfolio
Markowitz's theory stands true today as it ever has: distance between two securities matters
Private Investor's Diary
November 22, 2023
Private Investor's Diary: A high-quality addition to my portfolio
John Rosier adds another quality pick and thinks rate cuts may not be far off
John Baron's Investment Trust
November 15, 2023
Why renewable investment trust doom and gloom is overdone
John Baron explains why he favours the sector and discusses recent purchases
Private Investor's Diary
October 16, 2023
Private Investor's Diary: Why I'm confident UK stocks will come good
The low valuation of the UK market mean a period of strong returns is around the corner
Expert Portfolios
October 13, 2023
Our 'All-Weather Portfolio' comes up against a storm
What was supposed to be an ultra-smooth strategy will now need some tweaking
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