Financial Times - Why I don’t own bank shares

Terry Smith explains the reasons why he doesn't own bank shares, despite being the once top-rated banking analyst in the City, and points out that having an understanding of banks would make anyone more wary of investing in them.

Money Observer Awards Fundsmith Equity Rated Fund Status

Fundsmith today announces that personal finance and investment publication, Money Observer, has awarded the Fundsmith Equity Fund (“Fundsmith Equity” or the “Fund”) a Rated Fund status. Money Observer has also included Fundsmith Equity in three of their model growth portfolios, recognising the Fund’s “impressive performance”.

Investors Chronicle - Buffett Mk 2.0

If you are wondering how to put together a portfolio of equity investments, you could do worse than visit the website for Fundsmith and download lots of relevant documents. These will give you an insight in a particular type of equity investing that I will caricature as ‘Buffett Mk 2.0’.

Financial Times - It’s déjà vu all over again

Terry Smith applies Peter "Yogi" Berra's famous witticism of “It’s déjà vu all over again” to the investment industry, pointing out how many dubious investment products have been sold before.

The Telegraph - Why it is safe to pay up for quality

Terry Smith shows why investors should be willing to pay more for quality businesses due to the power of compound interest. Understanding its effects is essential to success in investment, yet it remains a mystery for many people.
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