The Oracle
Investment Discipline
In this issue of Spear’s Annamaria Koerling, Delfin’s Managing Partner discusses the rise of the retail trader and what the 2021 Gamestop saga teaches us about investment discipline.
The Oracle
It was the best of times, it was the worst of times
In this issue of Spear’s Annamaria Koerling, Delfin’s Managing Partner looks back at a volatile 2020 and puts forward a couple of tactics to help cautious and risk seeking investors alike navigate choppy markets.
The Oracle
Governance Post-Covid
In this issue of Spear’s, Annamaria Koerling, Delfin’s Managing Partner discusses the importance of strong corporate governance and highlights the benefits effects governance can have on investment performance.
The Oracle
The Value of an Annuity
In her recent Spear’s article Annamaria Koerling, Delfin’s Managing Partner discusses whether our current approach to saving is all wrong. She discusses whether a smarter apporach is to focus on a future income stream rather than an asset’s current value.
The Oracle
The importance of creating a family narrative
Annamaria Koerling, Delfin’s Managing Partner spoke to Advisory Group member Nik von Eynern of Family Hippocampus about Family Governance, why family charters often gather dust on a shelf and discusses his
practical tips on how to put in place a resilient system that works in practice not just in theory.
The Oracle
Steering a course through COVID
Managing Partner Annamaria Koerling discusses in Spear’s her reflections on how to review your investment portfolio with a focus on financial resilience.
The Oracle
Family business in a time of crisis
Managing Partner of Delfin Annamaria Koerling talked to our new Advisory Group member Dominik von Eynern, an experienced family business member about his personal experiences and insights into how to steer a family business through times of crisis. Dominik’s mission is to equip families in business with the tools to Read more…
The Oracle
Should COVID-19 Change Our Investment Process
Annamaria addresses the COVID crisis and how investors should react.
The Oracle
Active management – Time to go it alone?
Annamaria Koerling writes for Spear’s on the role of active management within client portfolios.