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Japan – sun rising?

Why the portfolios have been adding to their Japanese exposure

A valuable lesson learnt from three let-downs

It pays to react quickly and firmly to early warning signs, says John Rosier

No-thought momentum wins again

Our no-thought momentum and defensive portfolios have continued to do well

Biotechnology – best yet to come?

John Baron explains why he is adding to the portfolios' exposure

One in one out as UK markets recover

John Rosier discards a sizeable Europe holding in favour of an attractively priced UK medical specialist

Technology – different this time?

John Baron explains why the sceptics may be wrong about the sector

Focusing on the longer term

The portfolio's performance is up on the first quarter, but it is still lagging the All-Share – time in the market, not timing the market is key

Diversification – different this time?

John Baron questions accepted norms and explains the portfolios’ approach

Out with the slackers, in with new themes

John Rosier, prompted by the Conviviality fiasco, has cut his losers and found some stimulating new investments with a strong bull case behind them

When good strategies fail

Both momentum and defensive investing have done badly so far this year. This might be just bad luck