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We relentlessly seek out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, we aim to deliver strong returns to you while supporting the firms we back on your behalf to succeed.

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Insights

Insights EN

Trade shifts and underserved populations are among the factors favouring world-class stocks.

Trade shifts and underserved populations are among the macroeconomic factors that favour world-class emerging market companies.

Emerging markets in 2050

Emerging markets in 2050: growth in a changing world

Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.

Nexans’ cable manufacturing expertise positions it for significant growth.

Nexans: Stock Story

Ben Drury explores how a culture of innovation and decentralisation drives success in industrial technology.

Atlas Copco, leads in industrial technology with cutting-edge air compressors and heat pumps.

Atlas Copco: Stock Story

Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.

ASML is transforming semiconductor technology, with its innovative lithography machines playing a pivotal role in advancing the digital revolution.

ASML: Stock Story

Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise. 

L'Oréal harnesses innovation and sustainability to maintain its position as a leader within the beauty industry. 

L'Oréal: Stock Story 

Ben Buckler investigates the Chinese brand dominating the global luxury drinks market. 

Moutai, China’s national drink brand, is dominating the global luxury drinks market and its rich history makes it a compelling investment opportunity. 

Moutai: Stock Story

Why a long-term approach to the continent’s growth stocks is more relevant than ever.

From luxury goods to semiconductors, why taking a long-term approach to European growth stocks is more relevant than ever.

European growth: unique brands, hidden champions

Kirsty Gibson shares frameworks to analyse the cultures of exceptional growth businesses.

Discover how Kirsty Gibson analyses the vital role culture plays at exceptional growth companies.

Why ants, scaffolding and long jumps matter to growth investors

How DoorDash’s ambitions extend far beyond restaurant deliveries.

Illustration of delivery cyclist with oversized leg muscles and passport stamps on his clothes

DoorDash: delivering the goods

Illustration of skyline of Almaty with view of mountains in the background

Trip notes: Kazakhstan

Conquering trade logistics one merger at a time.

Denmark’s DSV conquered the world of freight forwarding making acquisitions and imposing efficiency. Its merger with DB Schenker makes it top global player.

How DSV became global freight’s top dog

Trading spaces: How DSV became global freight’s top dog 

Author Tim Marshall explains how space is set to become the new arena for rival powers.

Author Tim Marshall explains how space is set to become the new arena for rival powers as well as an aid to life on earth.

Watch this space: Tim Marshall on the future of ‘astropolitics’

Japanese medical firms are making advances that could help fight cancer and Alzheimer’s.

Japanese medical firms such as Eisai, Sysmex, PeptiDream and Sawai Pharmaceutical are making advances that could help against cancer and Alzheimer’s.

Healthy returns: Japan’s assault on old-age disease  

Charting the app-based lenders’ long-term growth.

Charting the app-based lenders’ long-term growth and customer products with infographics. 

Nubank: Latin America’s digital disrupter

Nubank: Latin America’s digital finance disrupter

How a flying taxi firm could launch a transport revolution.

Birds eye view of a Joby Aviation Aircraft

Joby Aviation's flying taxis could revolutionise clean transportation. The firm is set to lower emissions and journey times, helped by its strategic partnerships.

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