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This site is intended for professional investors only. The content should not be relied upon. All investment carries risk. You may get back less than you invested.

Archive of: Uncategorized

  • It's the journey as well as the destination

    In 1789, Benjamin Franklin famously wrote: ‘in this world nothing can be said to be certain, except death and taxes’. Martin Vaughan, Senior Partner of Clear Capital Management LLP (Clear CM), suggests there’s a third certainty - that when an investment is made for the medium to longer term, the value of that investment WILL go down as well as up.

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    Category: Uncategorized

    Author: Martin Vaughan


  • No alarms and no surprises

    Radiohead famously included a song called ‘No Surprises’ on their OK Computer album. Over the past few weeks we have seen some stock market turmoil with a number of the leading financial indices falling by over 5%.

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    Category: Uncategorized

    Author: Martin Vaughan


  • Are you a Jack of all trades... or master of ONE?

    Any self-deprecating virtuoso violinist will tell you that they alone could never rival the completeness of an orchestra. Martin vaughan, senior partner of clear capital management llp (clear cm), believes those working in modern financial services must also look to combine with others for true success.

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    Category: Uncategorized

    Author: Martin Vaughan


  • Keep calm and carry on

    When kipling wrote “if you can keep your head when all about you are losing theirs…”, it’s unlikely he was referring to the financial markets. Yet it is nevertheless an appropriate adage for recent reactions to global stock market activity.

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    Category: Uncategorized

    Author: Martin Vaughan


  • Will 2018 be a year for Scrooge or Santa?

    When Santa visited us this time last year, he must have thought we’d been very good boys and girls – as he’s been extraordinarily kind to us from an investment perspective for the past 12 months. So, will 2018 be more of the same? Or should we prepare for the worst and ask Ebenezer Scrooge to look after the books for a while?

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    Category: Uncategorized

    Author: Martin Vaughan


  • Data alone won't always make the numbers add up.

    At Clear CM we believe that investment research is akin to buying a home. Most people would not buy a house without first visiting the property. While there, they might even test the bathroom taps or lift up carpets looking for tell-tale signs of damp, and they will possibly quiz the current owner in an effort to discover what the neighbours are really like.

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    Category: Uncategorized

    Author: Martin Vaughan


  • Have you ever wondered what we're thinking?

    When Clear CM was established, we deliberately chose a name that reflected clarity and transparency. We wanted to entirely lift the shadow of mystery that can so often shroud the industry. As the popularity of our portfolios grows, we wanted to provide an insight into our current thinking and some of the themes that have shaped our recent investment thoughts and decisions. We hope you find this commentary useful.

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    Category: Uncategorized

    Author: Martin Vaughan


  • Investment principles

    I have just finished reading a book called The Financier by Theodore Dreiser. It is about a man called Frank Cowperwood who becomes a stockbroker and starts by investing for himself, is successful and then builds a company which invests other people’s money. The company performs well until a single event which is out of his hands and totally unrelated to what he does causes him to eventually become bankrupt.

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    Category: Uncategorized

    Author: clearcapitalblog


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RISK WARNING

This site is intended for professional investors only. The content should not be relied upon. All investment carries risk. You may get back less than you invested.