Skerryvore: HDFC - Slow and Steady Wins the Race
Join Ian Tabberer, portfolio manager and a founding partner at Skerryvore, as he looks at the power of compounding - and why HDFC Bank, one of our largest Indian holdings, will likely continue to benefit from this.
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Skerryvore: Indonesia - Notes From the Road
Join Nicholas Cowley, portfolio manager and a founding partner at Skerryvore, as he discusses why Indonesia’s long-term outlook is attractive, and how an alignment-first approach helps identify what Skerryvore believe to be good long-term investment opportunities.
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Skerryvore: A Material Approach to Sustainability
Join Cecilia Bosman, an Investment Analyst at Skerryvore, as she provides a brief update on how we cut through ESG noise to focus on what truly drives long term value, using Hindustan Unilever as a case study.
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Glen Finegan on Algy Investment Podcast
Join Glen Finegan, lead manager and a founding partner at Skerryvore, dive deep into the realities of investing beyond the US and Europe, exploring the risks, opportunities, and governance challenges that define emerging markets today.
Skerryvore: Think Local, Act Local - The Power of Partnership in Emerging Markets
Join Glen Finegan, lead manager and a founding partner at Skerryvore, as he shares our views on what we believe are resilient and compelling long-term investment opportunities in emerging markets – the Coca-Cola bottlers.
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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.
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.
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.