Capital at risk
An enduring focus in a changing world
As the strategy turns 20, we invite you to explore an anthology of articles reflecting on our journey finding uncommon understanding, focusing our purpose in a changing world, and identifying tomorrow’s global leaders.
Past, present, future
We’ve split our reflections into three articles. The first explores our edge in the search for investment insights. The second restates why our diversified growth approach remains relevant today. The final article tackles the future: how might the world change and which companies will benefit?
The hunt for ‘uncommon understanding’
As time retreats into the rear-view mirror, our investment edge sharpens. We seek perspectives that allow us to find lasting value in uncommon places.
Uncorrelated bets and resilient returns
Winners come in many forms, from tech titans to car parts. Blending these uncorrelated growth stories transforms market uncertainty into strength and opportunity.
The next 20 years
How dinner plans and telephones inform the search for the next big trends. We set out our core contentions and explore what this means for businesses in whatever future arrives.
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