2009 Due Diligence Forum

Global equity investing – keeping it simple in a complex world


Taking Stock - Equities - Global Diversified


Aberdeen Asset Management

Research Paper

This paper argues that there is no need to change your investment approach in a post bubble world – equally there was no need to over complicate things pre the crisis. While the world is constantly changing the basics of sound long-term investing remain unchanged. Recent events create opportunity for those who remain disciplined and focused on their long term goals. The philosophies of Fisher, Graham and Buffet remain true and indeed should prosper in a post bubble environment – getting the basics (fundamentals) right will deliver long term results.


Andrew McMenigall, Senior Investment Manager, Aberdeen Asset Management