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Concentrated (Julex or Broxton)
Brochure, monthly update, additional materials
Brochure, monthly update, additional materials
Article, Inflation is coming back, by Res Affil
Deep Dive - Concentrated MultiCap Value
Deep Dive - Inflation Managed Portfolio
Deep value - The greatest US opportunity - GMO article
ESG Years 21 and Greater portfolio
ESG stock portfolio - Slide deck
High Dividend portfolio
Published article on How best to mitigate inflation-risk
Risk managed deep value (an article supporting the case)
Value over growth opportunity - GMO article
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