Skip to main content

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

Research review 2023
Research Review 2023
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
30 January 2024
Skerryvore web
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.
Long View 7 min read
17 October 2023
Skerryvore_Data challenge
The data challenge
With sustainability considerations at the forefront of investment decision-making, this article highlights the importance of ESG data reporting. 
Long View 5 min read
19 September 2023
Long view_diversity matters
Diversity matters
‘Our factory is so automated even a woman could work there.’  
Long View 5 min read
3 August 2023
TLV_compass
Navigating the emerging market opportunity
'A smooth sea never made a skilled sailor' - Thomas Jefferson
Long View 6 min read
18 April 2023
Lighthouse at the coast of Zhuhai China
Research Review 2022
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
23 January 2023
Cipla
Cipla: Beyond the pursuit of profit
Can you do well by doing good?
Long View 7 min read
20 October 2022
Skerryvore - gambling article
G is for governance, not gambling
At Skerryvore we define risk as the permanent loss of capital.
Long View 4 min read
26 July 2022
Research-review-2021
Research Review 2021
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
28 April 2022

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.