Insights | Skerryvore Asset Management

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

Different Roads to Emerging Market Returns

The rapid growth in AI is leading to distortions in the index and resulting in benchmark aware investors crowding into a small number of companies, raising concentration risk across equity classes. As momentum chases these few stocks higher, it has left some interesting opportunities for those willing and able to think differently.

Long View 6 min read

28 July 2026

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

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

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

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

India: The IPO Boom and What Lies Beneath

We recently returned from a trip to Mumbai, India’s financial hub, where we met 30 companies over one week. At first glance, the macroeconomic outlook for the world’s largest country by population looks encouraging. However, our conversations with a broad range of new businesses highlighted some important considerations for assessing the long-term investment opportunity in India.

Long View

30 January 2026

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

23 January 2026

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

23 January 2026

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

23 January 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.

Reflections