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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…
Carrington Investment Approach

Market Update - October 2014

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We know that the recent sharp moves down in some markets will be making people nervous and we want to share with you some of Eric's thoughts on the background to the recent moves and also how he is thinking it may play out in the slightly longer…
Carrington Investment Approach

Market Update - May 2014

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We highlighted the volatile start to 2014 in our last market update in February and since then the volatility has continued. The growth stocks that did so well over 2013 suffered a very sharp and swift correction during March and April of this…
Carrington Investment Approach

Investment Update - December 2013

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It has been another interesting year for markets. Again we have seen markets rise for the first 4 months or so of the year, and then increase in volatility over the spring and summer. The period between April and October was flat, and the old…
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…