Serious investment thinking that doesn’t take itself too seriously.

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About Undercover Investor

About Undercover Investor

Our undercover investor has run one of the world’s largest real asset funds and delivered outstanding investment returns over many years.

The Fund Manager

Undercover in Berlin

Undercover in Berlin

A friend of mine was bemoaning his recent travel experience in Berlin, apparently one of his favourite European Cities. He had not been for several years and was drawn to a...

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The Fund Manager

The Butterfly Effect

The Butterfly Effect

Chaotic systems can be described in many ways but the one I remember from my youth was dubbed ‘the butterfly effect,’ Loosely put, it describes the phenomenon that the flapping...

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The Fund Manager

Wilful Blindness

Wilful Blindness

‘Wilful blindness’ describes the phenomenon of human beings not seeing what they don’t want to see. Not looking too hard might be another way of putting it. You and I can think...

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