Strategy components

A bird's eye view of some of the key components of our investment strategy; asset allocation, portfolio size, monitoring, risk tolerance and watchlist ...

Investment proposals

A number of investment approaches to encourage best practice and quality investment submissions from members.

Timing the market

"time in the market, not timing the market "  -  At Mobius, we tested this theory using our large data set (October 1997 to August 2020). 

Transactions analysis

Here, we take a deep dive in our investment transactions to help better understand our strategies. 

MRL: Share proposal

Marlowe (LSE:MRL) is an example of an investment proposal submitted to the club using the  "Light touch proposals" in free format.

The 1st seven years

Have a look at this overarching review of the club’s activities (1997 to 2004). A shorter version appeared in the Bloomberg magazine (January 2005).

TIFS: Share proposal

TI Fluid Systems (LSE:TIFS) is an example of an investment proposal submitted to the club using the  "Light touch proposals" in free format.

Systematic approach

This is a key instrument  in our share selection via a set of filters (jointly agreed by club members). The top (best) selection is automatically bought

Sys report 05/08

Here is an example of a monthly report (May 2008, Cookson Group), sent to all members  as part of the Systematic investment method

Sys report 07/07

Here is an example of a monthly report (July 2007, Victec Group), sent to all members  as part of the Systematic investment method

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Last updated July 2022. © Mourad KaraDisclaimers