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Hosking Post
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
Other Insights
Reflections from Mexico and Argentina
Luke Bridgeman reflects on his recent trip to Mexico and Argentina.
Podcast
The Clockwork CIO
Django Davidson in conversation with James Williams, host of the Clockwork CIO podcast.
Video
The Blossoming Opportunity in Japan
Portfolio Manager Omar Malik in conversation with Senior Partner James Batting about the opportunity in Japan
Quarterly Report
Q1 2025 - Quarterly Report Commentary
Responsible Investing
A Part of the Main
How analysing social issues helps drive returns
Q4 2024 - Quarterly Report Commentary
Metamorphosis
The Capital Cycle in Chemicals
Plunging share prices and soaring 'known unknowns'
Q4 2024 - ESG and Active Ownership Report
Big Brands, Barriers, and Bottlenecks
Episode 7 of the Capital Cyclists podcast, with Django Davidson and Jamie Isenwater
