Articles
-
Insights and observations from the C-suite
We recently attended the Bernstein Strategic Decisions Conference I New York, which hosted over 140 executives from leading US companies across a wide range of industries. This provided us with an opportunity to deepen our knowledge of our coverage companies and to discover potential new ideas.
-
Business development
In this month's investment view, we focus on three examples of companies we have recently met, discussing the current business environment and their evolving product and service offerings.
-
How to compound a business
In this month's investment view, we discuss the art of compounding a business citing the steady growth of publicly-listed Halma over a 50-year period to its position in the FTSE 100 today.
-
The investment environment
In this month's investment view we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.
-
The investment environment
In this month's investment view, we discuss what the 'investment environment' means. It's a big topic, one that will mean different things to different people.
-
Through-cycle risk management
In this month's investment view, we provide an overview of the first quarter results season and ongoing supply chain dynamics.
-
Painting the whole picture
In this month's investment view we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.
-
Painting the whole picture
In this month's investment view, we have selected three businesses from the portfolio where we see positive long-term prospects, but where there are current challenges.
-
Results round-up
In this month's investment view, we focus on the full year results season and provide detail from companies within several of the portfolio's key sectors.
-
Consumer goods (or some of the notes we do play)
In this month's investment view we take a closer look at the ‘fast-moving’ consumer goods segment of the portfolio, companies that produce the day-to-day items that we all buy as a matter of routine.
-
Consumer goods (or some of the notes we do play)
In this month's investment view, we take a closer look at the ‘fast-moving’ consumer goods segment of the portfolio, companies that produce the day-to-day items that we all buy as a matter of routine.
-
Banks
In this quarter's investment view we provide an overview of our thinking on the current banking crisis and the relevance of the events to our portfolio and our investment philosophy.