Episode 57: One Decision a Year To Outperform The S&P
Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &...
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Global Top Fund Managers (Shariah) Portfolio (14-Sep-2026)
The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers, but limited to those that are Shariah compliant. By...
91 Views
Global Thematic (Shariah) Portfolio (14-Sep-2026)
The strategy seeks to invest in Shariah compliant stocks and in themes that are driving returns globally. By adopting a portfolio of stocks...
87 Views
Global Sustainability (Shariah) Portfolio (14-Sep-2026)
The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...
88 Views
Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
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