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2022
- Results and silver linings - November 2022
- Marathon not a sprint - October 2022
- Insulation and opportunity - September 2022
- New holdings - July 2022
- A broadening opportunity set - June 2022
- Quietly getting on with it - May 2022
- First quarter results 2022 - April 2022
- Inflation and long-term investing - March 2022
- Field notes - February 2022
- Review and outlook - January 2022
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2021
- Hidden champions - November 2021
- Consumer brands - October 2021
- The business of investing - September 2021
- Themes from results - July 2021
- Unfashionable resilience - June 2021
- Ship of Theseus - May 2021
- Long-term themes - April 2021
- Opportunities for growth - March 2021
- Pieces of good companies - February 2021
- Through and beyond the crisis - January 2021
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2020
- Animal spirits return - November 2020
- The long haul - October 2020
- Change adaptation and long-term growth - September 2020
- Snippets from results - July 2020
- Investing and inflation - June 2020
- Field notes from the crisis - May 2020
- Operating through a world in lockdown - April 2020
- Navigation through and beyond this crisis - March 2020
- 2019 review and outlook for 2020 - January 2020
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2019
- The opportunity set continues to evolve - December 2019
- Third quarter review - October 2019
- More themes from the corporate world - September 2019
- Results update - August 2019
- Second quarter review - July 2019
- On risk - June 2019
- Eye on the long-term prize - May 2019
- Resilience and change - April 2019
- The long-term voyage - March 2019
- The wood for the trees - February 2019
- A review of the year - January 2019
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2018
- The pendulum swings - December 2018
- Customer-led growth strategies - November 2018
- Ninth anniversary - October 2018
- Lessons from a prior era - September 2018
- Themes from results - August 2018
- Rewarding strategies for long-term shareholders - July 2018
- Reasonably priced and strong - June 2018
- Staying the course - May 2018
- The pendulum swings - April 2018
- Quality compounders - March 2018
- Real free cash flow growth - February 2018
- Animal spirits rising - January 2018
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2017
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