Category: View
To infinity and beyond!
Categories: ViewWhat gives us the confidence – and patience – to hold a company for years, through thick and thin?
Disruptive innovation: ready or not, here IT comes
Categories: ViewInnovations are set to disrupt the two largest sectors we are invested in: healthcare and information technology
Globalisation: reports of my death are likely exaggerated
Categories: ViewGeopolitical tensions have fuelled arguments that globalisation is dead, but the numbers tell a different story.
Preparing for 10 billion people
Categories: ViewBy 2030, around 70% of global middle class spend will be in emerging markets. How will we provide the food, power and goods to meet their needs?
Robots are our friends?
Categories: ViewEvery industrial revolution brings along a learning revolution.
Our integrated approach
Categories: ViewHow our approach integrates ESG factors, and why it’s so important to be long term.
Happy New Year
Categories: ViewCompanies must demonstrate the strong characteristics required by our ‘quality of business’ checklist to earn a place in our client portfolios.
Those that innovate the future understand history the best
Categories: ViewTo deliver real returns for our clients, we need to anticipate disruption. So we look for companies who are investing in the technology of tomorrow.
‘We can only see a short distance ahead, but we can see plenty there that needs to be done’
Categories: ViewRansomware attacks have hit banks, hospitals and companies of all sizes. It’s clear that in the modern world, multi-layered cyber security is essential.