Insights

The investment team undertake extensive company research across the globe. Over the past four years we have conducted over 1,500 company meetings.

Report

The case for Global SMID Read More

Nicole Mardell

Senior Global Equities Analyst

August 2017
Journal

Research Trip - US & UK 2017 Read More

Ned Bell

Chief Investment Officer & Portfolio Manager

June 2017
White Paper

Navigating in the Industrials space post the "Trump trade" Read More

Patrik Sjöblom

Senior Global Equities Analyst

May 2017
Journal

Research Trip - Japan, USA & the UK 2017 Read More

Patrik Sjöblom

Senior Global Equities Analyst

April 2017
White Paper

US Retailing – Who will survive and strive in the digital age? Read More

Jack Osborn

Senior Global Equities Analyst

March 2017
White Paper

Why Quality & Why Now? Read More

Ned Bell

Chief Investment Officer & Portfolio Manager

February 2017
Journal

Research Trip – China 2017 Read More

Ned Bell

Chief Investment Officer & Portfolio Manager

January 2017
Journal

Research Trip - Europe 2016 Read More

Joel Connell

Senior Global Equities Analyst

September 2016
White Paper

Modern Day Disruptors - Risk or Opportunity for Global Equity Investors? Read More

Ned Bell

Chief Investment Officer & Portfolio Manager

August 2016