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Thursday, 9th March, 2017
Cyclical stocks have enjoyed a recent boom as reflation expectations have cranked up a gear. Portfolio Adviser asked Church House Investment Analyst, Rory Campbell-Lamerton, for his thoughts and if there was any value in the defensive sector left behind in the great cyclical rotation. In particular, Rory highlighted the Healthcare...
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Monday, 6th March, 2017
Client Director, James Johnsen, looks at the conundrum facing trustees who need to meet beneficiary income requirements. Is the pressure on investment managers to provide yield today leading them to jeopardise the preservation of capital in the future? Taking the CH Investment Grade Fixed Interest Fund , a staple of...
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Tuesday, 28th February, 2017
On Tuesday 21st February, the Church House investment team hosted a talk on our Deep Value Investments Fund at LSE for their Value Investing Club. Forty students attended the talk, which was led by Investment Director, Jeroen Bos, and Investment Analyst, Rory Campbell-Lamerton, in which they discussed value investing and...
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Monday, 27th February, 2017
CH’s CEO James Mahon speaks to Portfolio Adviser about how he anticipates the Bank of England raising rates later this year. With inflationary pressure mounting from the US after the Fed hinted of rate rises throughout 2017, Mahon comments how the Bank of England could probably be “playing catch up...
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Thursday, 16th February, 2017
Investment Director and Fund Manager of CH’s Deep Value Investment Fund Jeroen Bos, speaks to Investment Week about how UK property is undervalued and how “2017 looks to become another interesting year” for the Deep Value sector. Although with “value indices in the US and UK at-or-near-all-time highs…the current pool...

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