Majedie Journal

IN FOR<br>A SERVICE

IN FOR
A SERVICE

Cindy Rose and Mike Totton explain how the economic shutdown has brought home the importance of taking a holistic view of a potential investment.

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GENERALLY <br> SPEAKING
InsightIssue 12

GENERALLY
SPEAKING

Specialists play an important role in many fields. When it comes to investing, however, Tom Hosking believes generalists could have the advantage.

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GIVING<br>BACK
BusinessIssue 12

GIVING
BACK

At this time of great uncertainty, Steve Powers reflects on Majedie’s wider fundraising efforts and how important it is for us to do our bit.

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CROWDED <br> OUT
InsightIssue 12

CROWDED
OUT

From tourist hotspots to identical Instagram posts, we are all suffering from FOMO. Tom Morris tells us how to avoid the crowds.

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FIRM <br> FOUNDATIONS
AnalysisIssue 12

FIRM
FOUNDATIONS

Is the Housebuilding sector heading for a slowdown? Our research has prepared us for a range of possible outcomes, explains Dan Ekstein.

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SEEING ALL SIDES
InsightIssue 12

SEEING ALL SIDES

Ross McQuillen demonstrates how a measured and multifaceted method of risk management has informed Majedie’s investment process.

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PATH <br> FINDING

PATH
FINDING

Active participation in the shape and role of ESG can be a challenging prospect. Cindy Rose explains why investors need to be part of the discussion.

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THE NEXT <br> MOVE
AnalysisIssue 12

THE NEXT
MOVE

Talent alone isn’t enough to guarantee success, according to Majedie’s US Team. In reality it takes time, hard work and a little bit of patience.

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ONLY TIME WILL TELL
AnalysisIssue 12

ONLY TIME WILL TELL

No-one can accurately predict what the future will hold, argues Mark Wharrier, who outlines our open-minded approach to forecasting.

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ON BALANCE
BusinessIssue 12

ON BALANCE

From university workshops to parental leave policies, Rhiannon Collis focuses the diversity lens on ourselves.

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THE GOLDEN <br> AGE OF BIO- <br>TECHNOLOGY
AnalysisIssue 12

THE GOLDEN
AGE OF BIO-
TECHNOLOGY

Future Healthcare companies emerge at the intersection between medical innovations and technological development, explains Tom Record.

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ACTIVE <br> CONSIDER- <br>ATIONS
InsightIssue 12

ACTIVE
CONSIDER-
ATIONS

As our industry sails towards a period of Darwinian transformation, successful companies will need to adapt. Rob Harris demonstrates that when it comes to investment, it often pays to stay active.

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UP FOR <br> GRABS
InsightIssue 12

UP FOR
GRABS

From hyped-up internet Retailers to cult video games, disruption is the word on everyone’s smartphones. But that’s not the whole story, explains Tom Morris.

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FEET OF CLAY

FEET OF CLAY

When it comes to considering corporate character, one must look beyond the metrics to discover potential missteps, argues Emily Barnard.

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WHO CARES WINS

WHO CARES WINS

Although some managers are content to focus on the next few financial quarters, Tom Record would rather look at longer-term ESG factors.

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PEOPLE <br> POWER
PeopleIssue 12

PEOPLE
POWER

While visionary leaders can help transform an organisation, they need to motivate the people they hire, suggests Chris Field.

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HIGH <br> TECH
AnalysisIssue 12

HIGH
TECH

From Airbnb to Uber, Fan Ye predicts that fast-growing tech firms could play a major role in rising income inequality.

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IN CHARGE
AnalysisIssue 12

IN CHARGE

From making batteries for smartphones to powering electric vehicles, Samsung SDI has proved remarkably resilient in the face of changing global demand, explains Tom Hosking.

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CULTURE: THE ELUSIVE CORNERSTONE
BusinessIssue 12

CULTURE: THE ELUSIVE CORNERSTONE

What’s the How? Rob Harris considers the philosophy, process and people that make Majedie what it is.

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THE BIG PICTURE
FundsIssue 12

THE BIG PICTURE

Mark Wharrier gives some insight into the fine art of investment management, demonstrating that there is no substitute for a keen eye and an inquiring mind.

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THE VALUE OF <br> YOUR FOCUS
InsightIssue 12

THE VALUE OF
YOUR FOCUS

From online advertising to Facebook’s ‘infinite scroll’, people will pay a lot for your attention, as Tom Morris demonstrates.

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UNPICKING <br> THE KNOTS
AnalysisIssue 12

UNPICKING
THE KNOTS

Can shareholders accurately assess how well a company is really performing if the accounting basis changes year on year? Michael Totton
picks his way through the tangled web.

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MODES AND <br> MEANS
AnalysisIssue 12

MODES AND
MEANS

With few people having predicted the turbulent political events of 2016, Tom Hosking considers if we have indeed “had enough of experts”, or if there is still value in embracing uncertainty.

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