A look at portfolio performance over the recent quarter-end.

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

In this monthly update, the team discusses recent research visits to WuXi, Symbotic and Moncler.

Following a successful quarter, the LTGG team consider the future of NVIDIA.

Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.

Artificial intelligence is not as new as you think it is, as the LTGG portfolio reveals.

The Long Term Global Growth team reflects on recent performance, portfolio changes, and market developments.

Why Datadog's ability to master the chaos of cloud computing offers an attractive opportunity.

An update on portfolio performance, and the importance of adapting for the future.

Reflections on performance, holdings and continuous improvement.

How Samsara's data-driven insights help its customers optimise their business operations.

Long Term Global Growth Team reflects on recent performance, portfolio changes, and market developments.

LTGG review the first quarter of 2023 and the engines of change.

Does the market under-appreciate the impact of intangible investments?

An investment portfolio update explaining why holdings have thrived despite economic chaos.

LTGG’s Stewart Hogg and Gemma Barkhuizen on volatility, business culture, and the long-term view.

An anthology of articles the LTGG team wrote throughout 2022.

Investment manager Lawrence Burns talks to MercadoLibre’s CFO Pedro Arnt.

Short-term, many companies seem grey and similar. But patience will reveal colourful outliers.

A look at recent macroeconomic factors and performance and considerations for the future.

Why growth is still possible in hard times.

The Dutch firm driving progress by making it possible to create more intricate computer chips.

With data at the heart of digital advertising, advertising businesses now come in many forms.

Understanding why certain ideas lead to growth can boost the chances of outperformance.

Positive progress from a number of portfolio companies.

An LTGG ESG update.

Disruptive change within the entertainment world creates a wealth of opportunity.

LTGG unpacks the potential of a new holding in the fintech and gaming space.

The LTGG Team explore themes that will be key to the next 20 years of transformational growth.

How Ginkgo Bioworks is making advances in computing and DNA engineering.

The LTGG team consider recent performance and the long-term outlook for the fund.

New holding, Roblox, aims to bring the world together through play. The LTGG Team take a closer look.

The LTGG team on short-term drawdowns and investing in era-defining companies.

Looking before we leap into industry initiatives.

The LTGG team take a closer look at how Affirm plan to transform the consumer credit industry.

LTGG is making efforts to improve environmental, social and governance metrics.

The genome sequencing specialist is playing a valuable role in the hunt for new treatments.

Regulation and what we look for in companies’ responses.

Adapting to the changing expectations of staff and society.

A focus on diversity and inclusion can result in competitive advantage.

The companies that LTGG invest in can turn their ability to improve society into a source of competitive advantage.

The challenge companies face to meet net zero emission targets.

How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.

What company engagement means to us.

How we integrate environmental, social and governance factors into our investment approach.

New types of transactions and ecommerce services are being enabled by innovative fintechs.

In this edition of Looking Back Going Forward we explain how environmental, social and governance (ESG) considerations have been deeply embedded in our Long Term Global Growth strategy.

Carvana, the US online car dealership, has a lofty but straightforward mission to change the way in which people buy cars.

The LTGG Team reason that where there’s transformational growth, the regulatory backdrop will evolve to keep up. That’s as true of China as it is elsewhere.

The LTGG team explain why they decided to sell their clients’ holding in Google parent company, Alphabet.

The LTGG team explain why they’re excited about Bilibili, a niche gaming platform that has developed a hardcore following in China.

The Trade Desk, a recent LTGG investment, is disrupting a $350bn market and challenging Facebook and Google’s control of online advertising. The LTGG Team discuss the opportunities ahead.

There are businesses which, to paraphrase a recent note from Mark Urquhart, are “quietly getting on with it”. The meeting that prompted this observation was with Sydney headquartered Atlassian. Learn more about our recent thoughts on the company in this month's 'Reflections'.

Much like an art curator, the role of the investment manager involves carefully selecting investments that will make a mark and grow in value over time.

To stand the best chance of owning the winning companies of the 2030s, we should imagine how bizarre today’s ‘normal’ will seem when the next generation looks back.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.

Carlota Perez, British-Venezuelan researcher, lecturer and international consultant, presents on the paradigm shifts she observes in historical technological revolutions and what these shifts could mean for the future.