Articles
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Grounded in reality
In this month's investment view, as we continue to watch the high wire spectacle of the US stock market, we expand on our discussion from last month and take a closer look at the real-world drivers that support dividend growth – revenues and cash flow.
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Quality compounding opportunities
In this month's investment view, we comment on the recent takeover approach of Hargreaves Lansdown, and follow with a brief tour of a variety of portfolio holdings to give a sense of recent results and the quality compounding opportunities on offer.
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Palm oil, what is the problem?
Palm oil is a widely used vegetable oil known for its versatility and efficiency, integral to many consumer goods and a significant economic driver in producing countries. However, its production raises substantial environmental and sustainability concerns due to deforestation and biodiversity loss.
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Investment case for Japan
Japan’s corporate governance and economic landscape have undergone notable reforms aimed at transparency, shareholder engagement, and long-term investment, making it a focus for investment analysis in 2024. Despite challenges, progress in governance, diversity, and digital transformation offer new opportunities for investors.
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What do we mean by integration?
Integration in investment means combining traditional financial and non-financial risks - including ESG factors - into the evaluation of companies to ensure long-term returns. This approach involves both quantitative and qualitative research as well as active stewardship.
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Zooming out
In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.
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Zooming out
In this month's investment view, we provide an overview of recent market and fund performance and recap what we are trying to achieve with the fund - investing in companies that can grow their cash flows through time, reinvest in themselves to generate further returns and pay a growing dividend to shareholders.
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Pieces of good businesses
In this month's investment view, we discuss the portfolio's performance in the context of the 'risk on' rally in the wider market, and provide further company insights following the conclusion of the Q1 reporting season.
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Following the value
In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.
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Following the value
In this month's investment view, following the end of the Q1 reporting season, we detail some of our holdings and, outlining our valuation model, explain their positioning in the portfolio.
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.