17 Aug 2017

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New strategy: Factoring

Given most of our strategies at CT require a relatively small capital endowment, it is important that we continually try to find the best uses of surplus funds. Spare cash ranges anywhere from 50% to 90% of AUM


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REI – The way to play the ex-London property recovery

This post will be the first in a series detailing our existing ‘longer-term’ (anywhere between 3 months and a year) positions. Disclosure: We have been long Real Estate Investors plc (RLE LN) since October 2013.  


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Initiation of ‘The View’

‘The View’ will be a periodical, informing readers of the CT stance on various asset classes. There will be a major focus on macroeconomics and corresponding directional conclusion for equity indices. Assets we intend to maintain


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