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Another rewarding year

John Baron reports on the portfolios’ strong outperformance over the year and comments on the outlook for markets

Drawn to US small caps

John Rosier explains how he plans to deal with a gap in his portfolio and why he still likes oil and gas

Making the case for commercial property

John Baron highlights the sector’s attractions and those investment trusts set to benefit from the expected outperformance

Super-cycle profit plays

Hedge funds seek winning calls on big investment trends. James Norrington scrutinises their latest investment letters

Aligning ratings and weightings

John Rosier reports on the changes he has made to his portfolio

Retaining trust in smaller companies

​​​​​​​John Baron explains why he is remaining committed to small-caps despite their recent underperformance

Patience is usually a virtue

John Baron makes the case for emerging markets and explains why they look good value right now

Do investors learn?

Momentum investing has done badly recently, which raises the possibility that investors have wised up to its great historic performance and so have eliminated it

Heatmap shows up volatility (and hard workers)

John Rosier identifies areas of volatility in the portfolio but notes that reducing these holdings would impact returns

Ranking by risk and reward

John Rosier adopts a new approach to evaluating his portfolio holdings