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Insights

To illustrate our thinking, express our perspectives and challenge conventional narratives, we write regular commentaries which we are pleased to share with you. The formality of publishing our work provides a permanent record upon which we can reflect in future periods.

Journal

March 2026

The Journal Values vs Volatility
August 2025

Value of Patient Investing
March 2025

Economic Instability and Investing
August 2023

Getting Wealthy Versus Staying Wealthy
September 2022

Investing Beyond the Headlines

Quarterly Commentary

2026 Q1 Quarterly Commentary

A Quarter Defined by Convergence In the first quarter of 2026, multiple forces — each individually capable of reshaping capital […]

2025 Q4 Coleford Quarterly Commentary

Uncertainty is constant 2025 was a year of relentless economic and political cross currents yet ultimately resolved into a surprisingly […]

2025 Q3 Coleford Quarterly Commentary

Two Pillars of Market Strength During the third quarter, investor confidence in the potential of artificial intelligence (AI) and expectations […]

2025 Q2 Coleford Quarterly Commentary

At the halfway point of 2025, uncertainty has once again taken center stage in capital markets. The second quarter opened […]

2025 Q1 Coleford Quarterly Commentary

Uncertainty created by potential tariff policy pronouncements and annexation threats by U.S. President Trump had a profoundly disruptive effect on […]

2024 Q4 Coleford Quarterly Commentary

The closing months of 2024 were a time of cautious optimism and apprehension, a strange dichotomy indeed. On the one […]
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Dividend Notice to all Series F Class Unitholders of record on December 15th, 2025.

The Coleford Equity Fund, a Mutual Fund Trust, announced on the 15th day of December 2025 a $2,248,308.75 dividend to be paid on the 15th day of December 2025 to all Series F Class Unitholders of record on the 15th day of December 2025. For the record and for income tax purposes, each unitholder of record should be aware that 55.33% of the dividend payment will be classified as an eligible dividend and the balance will be characterized as foreign business income.