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John Rosier discards a sizeable Europe holding in favour of an attractively priced UK medical specialist

John Baron explains why the sceptics may be wrong about the sector

The portfolio's performance is up on the first quarter, but it is still lagging the All-Share – time in the market, not timing the market is key

John Baron questions accepted norms and explains the portfolios’ approach

John Rosier, prompted by the Conviviality fiasco, has cut his losers and found some stimulating new investments with a strong bull case behind them

Both momentum and defensive investing have done badly so far this year. This might be just bad luck

John Baron reports on a good first quarter relative to benchmarks, and explains why cash levels are unusually high

It is vital to know how a portfolio is performing. Here are the tools to make that possible

John Rosier explains why he's aiming to build up exposure to companies that are benefiting from advances in technology

Having highlighted three undervalued themes in last month’s column, John Baron suggests two more