About
The Capital Cycle
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Hosking Post
Taking Time
The longer you can wait, the better. Time will tell…
Offshore drillers
Tangible assets strike back
Responsible Investing
Three-Body Problem
China and the issue of uncertainty
Cosmo Energy
From Kaiju Shakedown to Tokyo Drift
Podcast
Energy Transition: Active Duty?
Episode 2 of our Capital Cyclist podcast, with Rob West
A focus on... Central and South America
Compelling valuations are moderated by uneven governance
The Material World
Episode 1 of our Capital Cyclist podcast, with author Ed Conway
A focus on… Canadian oil sands
Could this much maligned industry offer hidden benefits as the energy transition unfolds?
Policies and Disclosures
UK Stewardship Code
Our 2022/23 statement of compliance as an accredited signatory of the UK Stewardship Code
Active Ownership Report
Q2 2023 - ESG and Active Ownership Report
Quarterly Report
Q2 2023 - Quarterly Report Commentary
Q1 2023 - ESG and Active Ownership Report
