Performance Update Q1 2017 – Fashion and Finance: The Four Seasons

i-Cthru’s consolidated time-weighted return over Q1 2017 is USD 9.83%; EUR 8.55%. This result is unleveraged, net of all trading costs, fees, dividend tax withholding for non-US clients and cost of protection of individual portfolio holdings. In regards to our investment horizon, three months are not significant and to say something interesting about such a short period of time usually …

Vincent’s blog: The next billion is ours, we just need…

The weather is hot and dry in Los Angeles, California and at first sight, not much seems to be going on, on the corner of Patton and Colton Street. There are no cars and no traffic to speak of. People are hard at work with simple tools, little capital and an iron will to succeed. They want to be part …

Vincent’s blog: Value your company shares | Different shades of gray

OKAY – well done, you finally landed this very cool job at a new start-up, and part of your remuneration includes shares of a publicly unlisted company. Despite all the talk amongst your friends and fellow office workers about working for the greater good of the world you can not help but think about filling your bank account faster than …