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.
30 June 2021 6 min read
Avoiding own goals
What does Europe’s recent football controversy teach us about investing?
31 March 2021 6 min read
A new PIN code for the world
Changing global demographics can present opportunities for the careful investor.
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?
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.
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).
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.