Posts

Early bird catches the worm...

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2015 ISA Investments As the new tax year has started, I wanted to remind you about the ISA allowances you have available to you now. ISA’s ISA's are one of the most tax efficient and flexible means of saving. Each year we remind…
Carrington Investment Approach

Investment Note 2015

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A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment on what we see going forward from here. We would normally send this note out in mid-January but we felt it should be delayed until we knew the outcome…

Early Bird Catches the Worm...

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2014 ISA INVESTMENTS In the past, we have always contacted you towards the end of the tax year about using up your ISA allowance, but this year we thought we would start early. ISA’s As you know, ISA's are one of the most tax efficient…
Carrington Investment Approach

Investment Update - September 2013

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We have had a busy few months at Carrington and made quite significant structural changes to portfolios and feel very happy about how we are positioned. If we compared valuations at April 2013 and end of August it would be tempting to think…
Carrington Investment Approach

Investment update - May 2013

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Over the last few months markets have continued to rise choosing to ignore any negative news and as a result our portfolios have performed well. We have recently taken some of the profits we made and moved this money to cash. The reason being…
Carrington Investment Approach

Quarter 1 market update

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Markets have had a good quarter with most equity indexes increasing in value and our portfolios have performed strongly across the board. However, we are now becoming more concerned about the negative news flow coming from the Eurozone and think…