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From Gladwell to Dalio, via the SAS

From Gladwell to Dalio, via the SAS

Why we start with talent first and look at a CV last in our hiring process.
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Jules Hull
Micro vs Macro

Micro vs Macro

Why we are intently focused on fundamentals and alive to the mispricings created by macro machinations.
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Jules Hull
Wouldn’t it be cool if…

Wouldn’t it be cool if…

…you could screen for those Eureka moments?
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Jules Hull
Being unconstrained, inventing ball-barrows and catching that 20lb salmon.

Being unconstrained, inventing ball-barrows and catching that 20lb salmon.

A journey from sausage casings to missile targeting, used car auctions to cinemas.
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Jules Hull
Are you pLEASEd to see me?

Are you pLEASEd to see me?

Lease obligations emergence onto balance sheets should make investors rethink capital intensity.
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Jules Hull
‘Safe as Houses’: A Challenged Axiom

‘Safe as Houses’: A Challenged Axiom

Playing Snakes and Ladders on the streets of London
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Jules Hull
Roger Federer, Howard Marks and how to stay “Active”.

Roger Federer, Howard Marks and how to stay “Active”.

Why StockViews focuses on small and mid cap research and how we find mispricings.
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Jules Hull
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