Argonautica

Professional investors can review published thought leadership and market updates from the Argonaut Investment Team.

1 post found for December 2016

‘2016.... a look back at the worst year ever’

“F*ck You 2016…a look back on the worst year ever” is the title of a best-selling book, currently sold out on Amazon UK. These are sentiments with which many in the active fund management industry will share, unless you manage a commodity fund or a value strategy, in which case it was a welcome relief (perhaps vindication) after years of purgatory. 2016 has thrown up unique challenges for active managers operating different strategies often irrespective of views on market direction. Generally, the…