Link to our Risk Table
(refresh the screen for updates)
We are making available our Risk Table - see link at the bottom of the page. The Risk Table is our continually-updated spreadsheet matrix which identifies and assesses existing as well as new risks stemming from risks associated with trends and events happening jurisdictionally around the world. These include but are not limited to government or fiscal policies, central bank policies, and regulatory environment changes.
Types of events include, but are not limited to:
nationalization of businesses or properties by a country;
expropriations or freezing of assets;
impositions of new regulations on certain industries;
commodity export bans;
changes in rules on registered accounts like 401k plans, RSPs, Superannuation;
regional conflicts or wars affecting economies and markets.
The matrix table also has our risk mitigation strategies which help us with our investment process and with identifying appropriate investments for us.
Link Here to our Article Posting on our Geo-Political Risk Table
One of the risks we cover in our Risk Table relates to our assessment of the potential risk for confiscation of assets - link to download The Great Taking book - resulting from potential adverse events depicted below. We include some information on our risk mitigation approach below - see our Risk Table and also upcoming article postings on our substack for more detail - for example on how to do “DRS Transfers” which we have done on some of our assets to be able to own the assets directly in our name and not in the “street name” of a brokerage we use.
Feel free to download these diagrams here below - CedarOwl’s “The Great Taking” Risk Mitigation Flowchart and Risk Table:
