Our Investment Club enables knowledgeable and engaged investors to share ideas and obtain insights that are not generally available.  We hold quarterly, two-hour long, meetings in the offices of different financial institutions, whose senior industry experts actively participate in the discussions.  Around 12 people attend each meeting.

 

The focus is on trends, economic and market outlooks, ideas and in-depth reviews of specific topics. There are no investment recommendations, but Club members can follow up between meetings to ideas forward.

 

So far, the Club has been hosted by JM Finn and by Cazenove Capital. The next meeting is hosted by UBS in November.  Credit Suisse and Saunderson House will be hosting meetings in 2020.

 

Topics for discussion have so far included a current view of markets; where we are in the investment cycle; the impact of trade wars; China; investing in consumer goods in emerging markets; portfolio allocation; wealth planning.

 

 

This Club is for sophisticated investors only.  It does not give investment advice nor makes recommendations.

 

If you would like to join the Club, please email Teresa at Teresa@circlesq.co for more details.