© 2016 Summerhill Capital Management

Organic Investments

 

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...

May 28, 2019

It is somewhat disconcerting that despite all the years of free money over the past decade, and after a brief shift towards normalizing interest rates, both sides of the Atlantic  are now back to talk of lowering rates and quanti...

April 26, 2019

Economic expansions do not die of old age. They usually die when interest rates are raised enough that economic activity slows down as a result of the increased cost  to expand. This is because large projects are typically funded...

March 25, 2019

We have been very complacent over the past several decades with regards to world wars. When the Berlin wall came down and the end of the Cold War was announced in the west, we turned our focus to finding ways to improve our quali...

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