News & Views
Ship of Theseus
Change is constant and, like Theseus’s ship, even the most-established companies require significant developments and renovations over time to adapt and grow.
Rabbits and Compounders
Three key factors enable successful companies to consistently compound cash flows and rabbits to rule a continent.
Long Term Themes
Conversations with management teams have increasingly turned to post-crisis opportunities and investment plans.
In this investment view we examine some of the portfolio changes we have made over the last year.