Upslope's Quarterly Investor Letter: 2023-Q4 Update
I continue to believe events in Ukraine, Israel, and China have broader implications than are appreciated by markets today. For now, my takeaways...
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Upslope's Quarterly Investor Letter: Q1 2024
At the end of Q1, the overwhelming consensus – even among typically cautious types – was that investors needed to own stocks through at least the...
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UK Small/Midcap Fund Positioning Update
How are UK Small and Midcap equity funds positioned? We analyse the holdings of 106 actively managed UK strategies to find out.
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Chemring - Ducks aligning
Chemring’s H118 report demonstrates improved operational performance and financial security. While FX headwinds persist, the operating margin...
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Chemring - Flight path adjusted
Chemring is making strong progress on many fronts as market dynamics begin to play in its favour. It has re-established its financial footing and...
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