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

carbon-emissions
Video - Tracking Progress on our Carbon Emissions
Setting a carbon target is one thing. Delivering on it is another. So how much progress are companies really making? Drawing on four years of evidence from our portfolio, Cecilia explores what lies behind the commitments: where emissions are falling, where targets are being missed, and what this tells us about business quality and long-term investment returns.  
Videos 3 min watch
6 November 2026
cashing-in-our-chips
Video - Cashing In Our Chips
When the stock you didn't buy rises 350%, and the one you did buy rises 260%, have you made the right investment decision?
Videos 3 min watch
6 November 2026
cashing in our chips
Cashing in our Chips
Over our careers we have seen several occasions when a new or disruptive innovation looks like it will upset the order of things. Artificial intelligence, like the internet before it, has the potential to bring about radical change but as with all new technologies predicting how and when this happens is exceedingly difficult.
Long View 7 min read
19 October 2026
Different roads to emerging market returns
Video - Different Roads to Emerging Market Returns
Join Ian Tabberer as he discusses how emerging markets have long been defined by their diversity. Rather than relying on a single engine of growth, investors have benefited from a wide range of economic and sectoral drivers across regions. Increasingly, however, that diversity is becoming less visible in the benchmark itself.   .tf-v1-popup .tf-v1-close{ display:none !important; }
Videos 3 min watch
7 August 2026
Different roads to emerging market returns
Different Roads to Emerging Market Returns
The rapid growth in AI has lead to distortions in the emerging markets index and resulted in benchmark aware investors crowding into a small number of companies, significantly raising concentration risk. We believe this unusual situation creates interesting opportunities for those willing and able to think differently.
Long View 6 min read
28 July 2026
Long view banner
Tracking Progress on Carbon Emissions
In 2022, we began a project to better understand how our portfolio companies are addressing their carbon footprints. This involved assessing which emissions are being measured, the targets companies have set, and the credibility of their pathways to achieve them.
Long View 6 min read
27 July 2026
Ian Tabberer - China Speed
Skerryvore: China Speed
China's industrial transformation is happening at remarkable speed. Drawing on observations from a recent research trip, this video explores how rapid advances in electricity generation, manufacturing and technology are shaping the country's competitive position and creating new investment opportunities. To learn more, read our accompanying article, Notes from the Road: China Speed.  
Videos 3 min watch
24 June 2026
Notes from the road China speed
Notes from the Road: China Speed
Our most recent trip to China reminded us of the formidable advantages the country is building in areas like power and electric vehicles as well as the importance of alignment when looking for investment ideas.
Long View 6 min read
29 April 2026
Investing In India
Skerryvore: Investing in India’s Quiet Enablers of Capital Market Growth
Join Ronan Kelleher, portfolio manager and founding partner at Skerryvore, as he shares insights from a recent visit to India that left the team with a renewed appreciation for the scale and momentum behind the country’s capital markets.
Videos
18 March 2026

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.