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Global Commentary

June 2012

Fergal Sarsfield, Portfolio Manager, highlights the challenges of investing in Technology. 

April 2012

Learning from a Superinvestor. In Setanta we greatly admire Walter Schloss. He sadly passed away at the age of 95 on February 19th. Walter was identified as a ‘Superinvestor’ by Warren Buffett in his famous article, The Superinvestors of Graham-and-Doddsville, published in the Fall 1984 issue of Hermes, Columbia Business School magazine.

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December 2011

A year review of markets. 2011 will be remembered as a year in which fear progressively trumped hope across financial markets.

June 2011

Rowan Smith, Portfolio Manager, reviews the Setanta Healthcare Sector.

March 2011

John Looby, Portfolio Manager, discusses Purchasing Power, Balancing Payments & the Value Investor.

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