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The Capital Cycle
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Quarterly Report
Q2 2025 - Quarterly Report Commentary
Video
The Blossoming Opportunity in Japan
Portfolio Manager Omar Malik in conversation with Senior Partner James Batting about the opportunity in Japan
Q1 2025 - Quarterly Report Commentary
Policies and Disclosures
TCFD Report: Entity-Level
Our 2024/25 entity-level Taskforce for Climate-Related Financial Disclosures (TCFD) report
Hosking Post
Sri Lanka: You Will Come Back for More
Responsible Investing
Metamorphosis
The Capital Cycle in Chemicals
Plunging share prices and soaring 'known unknowns'
Other Insights
Reflections from Mexico and Argentina
Luke Bridgeman reflects on his recent trip to Mexico and Argentina.
The Capital Cycle Way
Portfolio Manager Omar Malik's speech at the Value Investor Conference
Active Ownership Report
Q1 2025 - ESG and Active Ownership Report
TCFD Report: Product-Level
Our 2024/25 product-level Taskforce for Climate-Related Financial Disclosures (TCFD) report.
A Part of the Main
How analysing social issues helps drive returns
