© 2016 Summerhill Capital Management

Organic Investments

 

March 23, 2020

Covid-19 is a very serious virus. It is not to be taken lightly. We have followed it very closely since there was first news coming out of China as the reports already back then were highly concerning. This led us to take profits...

February 14, 2020

President Trump and his administration have constantly bragged about the economy with Trump at the helm being “the greatest in the history of the country”. In Davos this past January he claimed an unprecedented “comeback” for an...

January 31, 2020

With interest rates at low levels  and central banks intent on pumping money into the system, it is hard to see (absent a surge in inflation and bond yields) what it is that could derail capital markets. Given the extremely low l...

December 20, 2019

For as long as we can remember, financial institutions have always come out on top. This was particularly evident after the 2008 financial crisis. They profited greatly from selling toxic sub-prime debt instruments that nearly to...

November 25, 2019

Compounding makes a sum grow at a faster rate than simple interest because in addition to earning returns on the money you invest, you also earn returns on those returns over time. This is what led Albert Einstein to label compou...

October 23, 2019

Can A Strong US Consumer Maintain Sufficient Global Economic Growth For Markets to Outperform?

The U.S. consumer continues to be the backstop for the global economy as unemployment remains at record lows, debt service obligations...

September 30, 2019

REFLECTIONS FROM LESSONS LEARNT OVER THE PAST 15 YEARS

TOP FIVE SUMMERHILL INVESTMENT PRINCIPLES

As the Summerhill team ends its 15th year in operation we decided to reflect on some of the key lessons learnt over that period of tim...

August 23, 2019

When it comes to what a company’s stock is priced at in the market, it all comes down to two things: what that company earns and the level of interest rates. For this reason, company stock prices are a reflection of the estimated...

July 23, 2019

Populism is characterized primarily as a political philosophy engaging in supporting the rights and power of the average person in their struggle against the privileged elite. Politicians that call themselves Populists will focus...

June 25, 2019

When planning for retirement, one of the most common stresses is trying to figure out just exactly how much money one will need to maintain the desired quality of life upon retirement. In an era where pensions are not common (unl...

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