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Carrington Investment Approach

Investment Note - May 2015

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2015 Year to Date Markets overall have shown a strong year to date performance and we have seen this reflected across our portfolios where we are now ahead of our benchmarks. Last year both a Chinese growth slowdown and a fall in oil prices…
Carrington Investment Approach

Investment Note 2015

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A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment on what we see going forward from here. We would normally send this note out in mid-January but we felt it should be delayed until we knew the outcome…
Carrington Investment Approach

Market Update - May 2014

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We highlighted the volatile start to 2014 in our last market update in February and since then the volatility has continued. The growth stocks that did so well over 2013 suffered a very sharp and swift correction during March and April of this…
Carrington Investment Approach

Investment Update - December 2013

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It has been another interesting year for markets. Again we have seen markets rise for the first 4 months or so of the year, and then increase in volatility over the spring and summer. The period between April and October was flat, and the old…
Carrington Investment Approach

Investment Update - September 2013

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We have had a busy few months at Carrington and made quite significant structural changes to portfolios and feel very happy about how we are positioned. If we compared valuations at April 2013 and end of August it would be tempting to think…