![long-view-hard drive](/sites/default/files/styles/listing_view_component/public/2024-04/long-view-hard-drive-24-04-10.png?h=0c8020f8&itok=1a0HHR-H)
Hard drive
We consider Skerryvore’s approach to disruptive technology and why we’re finding opportunities created by the evolution of the automotive sector.
![Research review 2023](/sites/default/files/styles/listing_view_component/public/2024-01/research-review-2023.jpg?h=6302eb89&itok=U43U_Uw6)
Research Review 2023
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
![Skerryvore web](/sites/default/files/styles/listing_view_component/public/2023-10/skerryvore_taiwan-south-korea_web.jpg.png?h=6302eb89&itok=CgjRPal4)
Notes from the road - South Korea and Taiwan
In his interesting 2022 book Chip War ¹, economic historian Chris Miller notes that Taiwan provides 37% of the world’s new computing power each year and that two Korean companies produce 44% of memory chips.
![Skerryvore_Data challenge](/sites/default/files/styles/listing_view_component/public/2023-09/skerryvore_data_lv.png?h=6302eb89&itok=ekiTPfyP)
The data challenge
With sustainability considerations at the forefront of investment decision-making, this article highlights the importance of ESG data reporting.
![Long view_diversity matters](/sites/default/files/styles/listing_view_component/public/2023-08/diversity-matters_web.png?h=6302eb89&itok=4RUAXmbY)
Diversity matters
‘Our factory is so automated even a woman could work there.’
![TLV_compass](/sites/default/files/styles/listing_view_component/public/2023-04/compass_ps.png?h=6302eb89&itok=iWDA0_zr)
Navigating the emerging market opportunity
'A smooth sea never made a skilled sailor' - Thomas Jefferson
![Lighthouse at the coast of Zhuhai China](/sites/default/files/styles/listing_view_component/public/2023-01/Research-Review-2022_0.png?h=6302eb89&itok=Vw8OLHw0)
Research Review 2022
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
![Cipla](/sites/default/files/styles/listing_view_component/public/2022-10/Skerryvore%20image.png?h=6302eb89&itok=fZWVvYwe)
Cipla: Beyond the pursuit of profit
Can you do well by doing good?
![Skerryvore - gambling article](/sites/default/files/styles/listing_view_component/public/2022-07/Skerryvore%20webpage%20image.png?h=6302eb89&itok=VeMgOp05)
G is for governance, not gambling
At Skerryvore we define risk as the permanent loss of capital.