Posts

Carrington Investment Approach

Market Note September 2016

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2016 has been a demanding year for markets and as I write there remains quite a lot of short term caution. Retail Investors in the UK have been redeeming heavily in the first half of 2016. The challenge for them will be when to put the money…
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

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…