March 2020 Insights

Our thoughts are with all our readers at this time. Leyland Private Asset Management is committed to doing all we can to help. Our portfolio managers are available on the phone or email to chat with you about individual companies, outlook on the market or anything else you may wish to discuss. As far as …

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February 2020 Insights

During February Berkshire Hathaway released its annual report, including the eagerly awaited annual letter from Warren Buffett. We produce an excerpt below which we believe will be of interest for our considered long-term investors: The Power of Retained Earnings In 1924, Edgar Lawrence Smith, an obscure economist and financial advisor, wrote Common Stocks as Long …

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January 2020 Insights

The last calendar year was one which confounded many of the sceptics who predicted market Armageddon during the meltdown in late 2018. Whilst not making light of the human, social and environmental costs of certain issues; many of these have very little bearing on long-term investment performance. Most recently, the ‘lightening rod’ is the coronavirus. …

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August 2019 Insights

Amongst the plethora of news, two factors appear to be impacting the market more than others: Trade war – impacting confidence The market has a strange habit of finding one lightning rod through which short-term movements are predicated; this time the short-term focus point is the current trade war/standoff between the USA & China. As …

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