Research Review 2021
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Raising the standard
Why the right kind of sustainability reporting really matters.
On sustainable investing
This article looks at the key issues we consider when seeking to invest sustainably and outlines the principles we follow.
Avoiding own goals
What does Europe’s recent football controversy teach us about investing? This article looks at how we apply those lessons in our investing strategy, including highlighting examples of how some companies consider their stakeholders.
A new PIN code for the world
Changing global demographics can present opportunities for the careful investor.
A closer look at quality
With high growth rates and a seemingly long runway, why do we not invest in Chinese tech companies?
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.
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).
Notes from the road – India
India comprises around 19% of the portfolio, but we’re interested in more than its large market.
