Insights
Articles and Newsletters
We’re always looking to help our clients understand what they are investing in and why. You can find our quarterly letter, Insight, and a variety of interesting articles on this page. They’ll help you learn more about why our approach – investing directly in good businesses – helps to provide the best long term value.
Making the ‘Moats’ of a competitive advantage
Moats ***Genova does not own, recommend or endorse any of the companies mentioned it the article***. How would you define a “good business” in a ...
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Comparing Apples to Orchards
To determine the best way to protect your wealth, it is helpful to understand the difference between money and wealth. Money is a medium of ...
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Thinking Charitably
The fourth quarter of the year appears to be the most popular time for people to make charitable donations. U.S. studies have indicated that over ...
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Things That Go Bump in the Night
With the Halloween season upon us, thoughts of ghosts, gremlins and things that go bump in the night can keep young revellers from sleeping. For ...
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Should you let tax policy dictate your investment strategy?
The federal government recently announced proposed changes to the tax rules for private corporations. While the changes were not unexpected, the extent of them was. ...
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Conviction, Concentration and Cash
In hindsight, 2008 was a wonderful year for investors. The financial crisis had knocked share prices down on a wide range of publicly-traded companies and ...
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