Long-term investing is easy to talk about and difficult to execute. Markets are noisy, narratives shift weekly, and every cycle brings new distractions that pull investors away from fundamentals. Matthew Wolf’s approach cuts through that noise. His philosophy is simple: do the work, understand the business, and back the ideas you believe in. It’s a …
Global markets don’t move in straight lines. Sentiment overshoots, fear overshoots, and countries fall in and out of favour depending on politics, liquidity, or headlines. For Matthew Wolf, these periods of dislocation often create the most compelling long-term opportunities — especially within emerging-market banking and high-quality financials that trade at valuations disconnected from their fundamentals. …
Emerging markets remain one of the most misunderstood areas of global investing. They can be volatile, politically complex, and often driven by sentiment rather than fundamentals. But for Matthew Wolf, their appeal lies in selective opportunities where high-quality businesses temporarily fall to irrational valuations. His approach is simple: identify market-leading companies, study their long-term fundamentals, …