Blogs Why visionary founder run businesses offer the best opportunities I have just finished reading 100 Baggers by Chris Mayer. It was a fascinating read.…MinervaAugust 11, 2021
Blogs The key to Amazon’s enormous success The CCM Intelligent Wealth Fund’s shareholding to highlight this month is Amazon. Amazon’s growth into…MinervaJuly 13, 2021
Blogs Why investing in smaller companies pays off big-time The great investor Jim Slater once coined the phrase that elephants don’t gallop but fleas…MinervaJune 11, 2021
Blogs Why a concentrated portfolio with high conviction is a winning formula The CCM Intelligent Wealth Fund adopts a concentrated portfolio with a high conviction strategy which…MinervaMay 12, 2021
Blogs Why differentiating your portfolio from the benchmark achieves consistently better investment returns Do active fund managers truly manage their funds actively to justify the higher fees they…MinervaApril 9, 2021
Blogs Stellar performance from the CCM Intelligent Wealth Fund I am very proud to announce that the CCM Intelligent Wealth Fund has been performing…MinervaMarch 31, 2021
Blogs Positive end of year news for the fund At the time of writing mid-afternoon on 29 December 2020, I am basking in the…MinervaJanuary 27, 2021
Blogs Why your fund’s investment strategy is the major determinant of future returns There is a lot of focus these days on charges so much so that passive…MinervaDecember 16, 2020
Blogs Spotlight on Juvenescence We took the bold decision to invest $1 million in the shares of an unquoted…MinervaNovember 13, 2020
Blogs Why FAANGS will struggle in the future and our fund will thrive Regular readers of this blog will be familiar with the term FAANG which is an…MinervaOctober 21, 2020