Abdulaziz Alnaim
Mayar Capital
Responsible global value: quality businesses bought at a discount, with ethical and Shariah screens. London-based, letters since 2011.
Best for Global value investors, especially those who invest with ethical or Shariah screens.
Why I read Abdulaziz
Aziz has written to his partners every quarter since 2011, including the long stretch when value lagged and a few expensive tech stocks led the index. His letters show a global value investor holding his ground and explaining why.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗