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Think like a scientist - but which one and when?

| International Equities
Christopher Lees
Nudgem Richyal
17 Mar 2020
  • In the last few weeks it has become clear that Asia mostly learned the lessons of SARS while Europe and the US did not; we’ve updated our probability-adjusted scenario analysis.
  • It is worth remembering at very difficult times like these we have a time-tested decision-making approach wrapped around our 4-Dimensional investment process.
  • By thinking differently and adapting to changes, as scientists would, we have been able to protect our clients’ capital in a relative sense during most major crises over the last 20 years.
     
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  • In the last few weeks it has become clear that Asia mostly learned the lessons of SARS while Europe and the US did not; we’ve updated our probability-adjusted scenario analysis.
  • It is worth remembering at very difficult times like these we have a time-tested decision-making approach wrapped around our 4-Dimensional investment process.
  • By thinking differently and adapting to changes, as scientists would, we have been able to protect our clients’ capital in a relative sense during most major crises over the last 20 years.
     

Disclaimer

The views expressed are those of the portfolio manager as of March 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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