Ian Lance video, October 2023
A video update in which Ian provides an update on recent performance and current strategy.
Annual report 2022
Today sees the release of Temple Bar’s annual report and financial statements
for the year ended 31 December 2022.
Ignore the doom-mongers…
Ian Lance provides an alternative perspective on the volatility that has recently been evident in UK financial markets and explores what it is likely to mean for investors going forward.
Video update – October 2022
Nick Purves discusses performance, strategy and the investment case for ITV and Vodafone in this latest video update.
Half-year report 2022
Today sees the release of Temple Bar’s half-year report for the six months ended 30 June 2022.
Annual report 2021
Today sees the release of Temple Bar’s annual report and financial statements
for the year ended 31 December 2021.
Lessons from the capital cycle
An exploration of how capital cycle analysis can help long-term investors to identify profitable industry cycles and avoid areas where the market is over-valued and acutely vulnerable to declining returns.
Hope for the best, plan for the worst
As the price of nearly everything has soared over the last year, the world’s major central banks have been assuring investors that this is just a temporary blip or as Jerome Powell, Chairman of the US Federal Reserve, has repeatedly said, inflation is just ‘transitory’. The Bank of England had also been singing from the […]
Our new look website
Following the appointment of Redwheel as new managers of the Temple Bar portfolio in October 2020, we have this year been reviewing the trust’s visual identity, to ensure that it is an accurate reflection of what the Trust stands for and the purpose it serves for its current and future investors. Today, we reveal the […]
Don’t believe the labels
Having defined our approach to value investing and explained what we do in last quarter’s investor letter, we now feel compelled to discuss what we don’t do. This is largely because of a straw man being constructed (mainly, it seems, by people who are not value investors themselves) about what value investing represents in order […]