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The low valuation of the UK market mean a period of strong returns is around the corner
John Rosier says he is expecting better performance once economic pessimism peters out
The UK remains anomalously inexpensive, a situation unlikely to persist forever, says John Rosier
May was a difficult month for the portfolio, but John Rosier remains focused on quality for the long term
John Rosier has found two new holdings that meet key quality and value requirements
The holdings had worked well over the prior 18 months, but are now a hindrance
With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction
John Rosier expects 2023 to be another strong year of dividend income for the J果冻传媒 Portfolio
John Rosier outlines why his portfolio should benefit regardless of the direction markets now take
John Rosier outlines the reasons for his extensive exposure to metals and mining
