The investment team’s idea generation comes from deep research across a myriad of sources, mediums and regions

 

Each quarter we share a sample of our insights with our clients. We welcome you to subscribe to our thought leadership to receive this regularly.

Elon-exuberance

Quarter 4: December 2020. I think we can all agree that 2020 was an all-around atypical year and it is entirely possible that the strangeness will carry through well into 2021.

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The Pending Growth Trap

Quarter 3: September 2020. Valuations in many corners of the market would make you think that the COVID-19 pandemic was a distant memory.

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Death of Value…ation

Quarter 2: June 2020. We are sure we can all agree that 2020 has been truly unique and certainly not for the faint hearted!

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Doom & Bloom – Part 2

Quarter 1: March 2020. We felt it was timely to share our answers to the numerous questions we've received in increased regularity.

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