Category: Investment management

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Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee August 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 22nd August 2019. Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee July 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 18th July 2019. Committee Members in attendance   Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial […]

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Category: Financial Planning, Investment management

Clarion Fund Selection Process

Following on from our recent article on the Neil Woodford Funds and the reasons why we did not include these Funds in the Clarion Portfolios, we thought it might be helpful for our clients to understand the process followed by the Clarion Investment Committee and Fund Analyst when selecting and recommending Investment Funds. Of course, […]

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Category: Investment management

Notebook Clarion meeting minutes

Clarion Investment Committee – June 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 18th July 2019. Committee Members in attendance: – Ron Walker (RW) Director Jonnie Whittle (JW) Director Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Clarion Investment Diary – May 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

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Clarion Investment Diary – April 2018

The Clarion Investment Committee met last month to discuss the performance and composition of the Clarion Portfolio Funds.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – March 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – February 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

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Stock Market and Economic Outlook 2019

Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.

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Category: Business, Investment management, Thought pieces

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