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Active Ownership Report
Q2 2023 - ESG and Active Ownership Report
Quarterly Report
Q2 2023 - Quarterly Report Commentary
Q1 2023 - ESG and Active Ownership Report
Hosking Post
Where's a copper when you need one
A looming shortage of copper supply could derail the energy transition
Responsible Investing
Three-Body Problem
China and the issue of uncertainty
A focus on… Canadian oil sands
Could this much maligned industry offer hidden benefits as the energy transition unfolds?
Only dead fish swim with the stream
How our integration of ESG complements the capital cycle approach
Q4 2022 - ESG and Active Ownership Report
Podcast
The Material World
Episode 1 of our Capital Cyclists podcast, with author Ed Conway
Cosmo Energy
From Kaiju Shakedown to Tokyo Drift
Q1 2023 - Quarterly Report Commentary
Policies and Disclosures
ESG Statement