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Taking Time

Hosking Post

Taking Time

The longer you can wait, the better. Time will tell…

Offshore drillers

Hosking Post

Offshore drillers

Tangible assets strike back

Three-Body Problem

Responsible Investing

Three-Body Problem

China and the issue of uncertainty

Cosmo Energy

Hosking Post

Cosmo Energy

From Kaiju Shakedown to Tokyo Drift

Energy Transition: Active Duty?

Podcast

Energy Transition: Active Duty?

Episode 2 of our Capital Cyclist podcast, with Rob West

A focus on... Central and South America

Responsible Investing

A focus on... Central and South America

Compelling valuations are moderated by uneven governance

The Material World

Podcast

The Material World

Episode 1 of our Capital Cyclist podcast, with author Ed Conway

A focus on… Canadian oil sands

Responsible Investing

A focus on… Canadian oil sands

Could this much maligned industry offer hidden benefits as the energy transition unfolds?

UK Stewardship Code

Policies and Disclosures

UK Stewardship Code

Our 2022/23 statement of compliance as an accredited signatory of the UK Stewardship Code

Q2 2023 - ESG and Active Ownership Report

Active Ownership Report

Q2 2023 - ESG and Active Ownership Report

Q2 2023 - Quarterly Report Commentary

Quarterly Report

Q2 2023 - Quarterly Report Commentary

Q1 2023 - ESG and Active Ownership Report

Active Ownership Report

Q1 2023 - ESG and Active Ownership Report

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