Long View

21 October 2021 8 min read

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

30 June 2021 6 min read

Avoiding own goals

What does Europe’s recent football controversy teach us about investing?

Long View

31 March 2021 6 min read

A new PIN code for the world

Changing global demographics can present opportunities for the careful investor.

Long View

31 December 2020 9 min read

A closer look at quality

With high growth rates and a seemingly long runway, why do we not invest in Chinese tech companies?

Long View

30 September 2020 6 min read

When the going gets tough, the tough get going

As investors in emerging markets, we understand only too well the need to select businesses toughened by prior crises.

Long View

30 June 2020 6 min read

What makes a good bank?

A case study on Kotak Mahindra Bank to show how we evaluate banks (and why we have recently invested in Kotak).

Long View

31 March 2020 7 min read

Notes from the road – India

India comprises around 19% of the portfolio, but we’re interested in more than its large market.