Insights | Skerryvore Asset Management

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

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

23 January 2026

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

23 January 2026

India: The IPO Boom and What Lies Beneath

We recently returned from a trip to Mumbai, India’s financial hub, where we met 30 companies over one week. At first glance, the macroeconomic outlook for the world’s largest country by population looks encouraging. However, our conversations with a broad range of new businesses highlighted some important considerations for assessing the long-term investment opportunity in India.

Long View

23 January 2026

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

23 January 2026

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.

Videos

26 November 2025

Water Stewardship in the Coca-Cola system: Addressing long-term Sustainability risks

Water consumption is a material topic in the context of our strategies, given a sizeable exposure to consumer sector companies. In particular, because water is central to Coca-Cola’s operations and those of its bottlers, sustainability efforts in this area are critical, especially in the face of climate change and increasing global water stress.

Case study

5 November 2025

Notes from the Road - Indonesia

Interesting stock valuations prompted our recent visit to Jakarta. Our meetings provided a good example of our analysis of related party transactions in assessing alignment. We explain the considerations.

Long View 7 min read

29 October 2025

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. .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Videos

1 September 2025

Think Local, Act Local: The power of The Coca-Cola Company's partnerships in emerging markets

We share our perspective on a group of businesses we believe present resilient and compelling long-term investment opportunities in emerging markets.

Long View 8 min read

23 July 2025

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.

Reflections