Hard drive
We consider Skerryvore’s approach to disruptive technology and why we’re finding opportunities created by the evolution of the automotive sector.
Research Review 2023
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Notes from the road - South Korea and Taiwan
In his interesting 2022 book Chip War ¹, economic historian Chris Miller notes that Taiwan provides 37% of the world’s new computing power each year and that two Korean companies produce 44% of memory chips.
The data challenge
With sustainability considerations at the forefront of investment decision-making, this article highlights the importance of ESG data reporting.
The hierarchy of needs for emerging wealth
Bennelong's Stuart Fechner speaks with Ian Tabberer about the population growth opportunities in EMs, the power of brands and pricing power, and how the portfolio's positioned.
Diversity matters
‘Our factory is so automated even a woman could work there.’
Navigating the emerging market opportunity
'A smooth sea never made a skilled sailor' - Thomas Jefferson
A quality approach to investing in emerging markets
Bennelong's Jonas Daly speaks with Glen Finegan about the team’s approach to running an emerging market boutique against a complex macroeconomic backdrop, and its exposure to China, India and Turkey.
Skerryvore Global Emerging Markets All-Cap Equity Fund receives Morningstar rating and award
"This award is a reflection of all the hard work the team has put in since establishing Skerryvore three years ago."
