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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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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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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