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

HDFC First customers
HDFC - Slow and Steady Wins the Race
HDFC is currently one of the largest holdings in our strategies. After a decade in which its book value rose by 22%, the recent reverse merger between HDFC Limited and HDFC Bank has slowed growth and caused some to question both the business model and the investment opportunity.
Long View 7 min read
29 April 2025
Long View The Price of integrity
The price of integrity
At Skerryvore, we look beyond short-term financial results to check whether they're underpinned by sound behaviours. Here, we explain how assessing intangible value builds our confidence in a business.
Long View 5 min read
30 January 2025
Zhangjiajie Forest Park
Notes from the road - China
We report on a recent research trip to China, Skerryvore’s first since valuations peaked in 2020. Highlights include observations about the influence of the benchmark and some interesting prospects for our watchlist. ‘The mountains are high and the emperor is far away.’ 1
Long View
30 October 2024
Material approach
A material approach to sustainability
Just because something is measurable does not mean it is important – this Hindustan Unilever case study illustrates our approach.
Long View 7 min read
26 August 2024
Scope3-Scope4
Do you know your Scope 3 from your Scope 4?
All models are wrong – but some are useful. We always look to understand the why, not just the what.
Long View 5 min read
22 August 2024
Skerryvore-press-release
Business update
Skerryvore acquires BennBridge Ltd
News 2 min read
6 August 2024
long-view-hard drive
Hard drive
We consider Skerryvore’s approach to disruptive technology and why we’re finding opportunities created by the evolution of the automotive sector.
Long View 5 min read
15 April 2024
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

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.