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Our Insights

Q2 2025 - Quarterly Report Commentary

Quarterly Report

Q2 2025 - Quarterly Report Commentary

The Blossoming Opportunity in Japan

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

Quarterly Report

Q1 2025 - Quarterly Report Commentary

TCFD Report: Entity-Level

Policies and Disclosures

TCFD Report: Entity-Level

Our 2024/25 entity-level Taskforce for Climate-Related Financial Disclosures (TCFD) report

Sri Lanka: You Will Come Back for More

Hosking Post

Sri Lanka: You Will Come Back for More

Metamorphosis

Responsible Investing

Metamorphosis

The Capital Cycle in Chemicals

Plunging share prices and soaring 'known unknowns'

Hosking Post

Plunging share prices and soaring 'known unknowns'

Reflections from Mexico and Argentina

Other Insights

Reflections from Mexico and Argentina

Luke Bridgeman reflects on his recent trip to Mexico and Argentina.

The Capital Cycle Way

Hosking Post

The Capital Cycle Way

Portfolio Manager Omar Malik's speech at the Value Investor Conference

Q1 2025 - ESG and Active Ownership Report

Active Ownership Report

Q1 2025 - ESG and Active Ownership Report

TCFD Report: Product-Level

Policies and Disclosures

TCFD Report: Product-Level

Our 2024/25 product-level Taskforce for Climate-Related Financial Disclosures (TCFD) report.

A Part of the Main

Responsible Investing

A Part of the Main

How analysing social issues helps drive returns

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