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Skerryvore registered as a Registered Investment Adviser with the SEC in March of 2024. Some materials included herein were published prior to this date.

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Why Skerryvore is focusing outside China
Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is choosing a different focus.
Videos 7 min watch
24 August 2022
Skerryvore - gambling article
G is for governance, not gambling
At Skerryvore we define risk as the permanent loss of capital.
Long View 4 min read
26 July 2022
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The Indian companies dominating emerging market returns
Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
Videos 6 min watch
24 June 2022
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No rule of law in emerging markets
The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.
Videos 9 min watch
24 May 2022
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Research Review 2021
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
28 April 2022
Skerryvore
Raising the standard
Why the right kind of sustainability reporting really matters.
Long View 6 min read
19 January 2022
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On sustainable investing
This article looks at the key issues we consider when seeking to invest sustainably and outlines the principles we follow.
Long View 8 min read
21 October 2021
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Avoiding own goals
What does Europe’s recent football controversy teach us about investing? This article looks at how we apply those lessons in our investing strategy, including highlighting examples of how some companies consider their stakeholders.
Long View 6 min read
30 June 2021
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A new PIN code for the world
Changing global demographics can present opportunities for the careful investor.
Long View 6 min read
31 March 2021

The content contained in our articles/videos represents the opinions of the authors. Skerryvore may hold either long or short positions in securities of various companies discussed in our content. Any discussion of specific investments made by Skerryvore is for illustrative purposes only. Changes in share price or valuation do not reflect prior or future performance, and should not be interpreted as indicative of, or a proxy for, past or future investment performance. Content commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the authors to express their personal views on investing and for the entertainment of the reader.