Insights

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

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
White Paper

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

Ned Bell

Chief Investment Officer & Portfolio Manager

August 2016
Journal

Jack Osborn attends the Daiwa Securities Tokyo Investment Conference Read More

Jack Osborn

Senior Global Equities Analyst

April 2015
Journal

Research Trip – US 2015 Read More

Joel Connell

Senior Global Equities Analyst

March 2015
Journal

Ned Bell speaks about his recent research trip to China Read More

Ned Bell

Chief Investment Officer & Portfolio Manager

February 2015
Journal

Ned Bell visits companies in Delhi, Bangalore and Mumbai Read More

Ned Bell

Chief Investment Officer & Portfolio Manager

May 2014