Journal
August 2021
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Incrementum All Seasons Fund Seasonal Reflections – 2021/03
Zum ersten Mal auch in deutscher Sprache: Gedanken des Fondsmanagers zu wichtigen politischen und makroökonomischen Themen und deren Auswirkungen auf sein Fondsmanagement
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Economic Factors of Production
Dear Ladies and Gentlemen From an economic perspective, the factors of production include land or its natural resources, capital, labour, and, I would argue, knowledge. Now, I have a fair amount of discussions with people of different backgrounds about the importance of capital, i.e. investments. Something Neglectable …and occasionally I almost do get the impression that […]
Juli 2021
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Quarterly Reporting
Dear Ladies and Gentlemen Every quarter, I am reporting to our private clients on an individual basis. I thought it might be of interest to you to receive excerpts from the latest reporting. I left all individual comments away and the part about changes to the individual portfolios. Introduction The second quarter of 2021 was convincing on many […]
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Advisory Board Call – Q3 2021
This quarter’s advisory board call we talk about uranium. Our special guest is our very own Christian Schärer. He manages our uranium resources fund and is the expert on the topic.