The funds managed by the team have a variety of approaches. The core of the team’s investment approach is deep, fundamental research driven by original thinking to find share price inflection points that can drive long-term performance. The managers look for distinct inflection points and drivers of returns for the different funds.
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Ewan Thompson
India’s general election: the world’s largest democratic vote
An electoral process on a near-unimaginable scale
9 May 2024
Thomas Smith
Nearshoring offers golden opportunity for Mexican economy
Fund manager Thomas Smith takes a look at the unique opportunity for the Mexican economy from nearshoring as a broad range of sectors and companies stand to benefit from supply chain reorganisation
21 March 2024