“Asymmetric investing is intuitively simple; produce above average returns with below average drawdowns.  To do this, you need to find good investments, and don’t lose money along the way of realising those good investments” – Kenny Arnott

“None of us really mind upside volatility, its downside volatility that upsets investors” Kenny told Reach Markets. “The reason I think asymmetric investing is so intuitive to all of us is that none of us are really that concerned about volatility, what we’re concerned by is downside volatility,” he added. 

• Uranium – The yellow metal’s price soared earlier in the year as demand increased and producers went from oversupply to undersupply.; and
• Hong Kong – Political posturing has prompted some investors to wash their hands of the disputed territory, but the regime change could offer up some gems.