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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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
James de Uphaugh and Imran Sattar
Why there are plenty of opportunities among UK equities
14 March 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
11 March 2024
Ewan Thompson
India’s interim budget – laying the foundations for long-term growth
India’s budget announcement reveals a confident and assured government
14 February 2024
Ruth Chambers
Three themes for the Year of the Dragon
Ruth Chambers considers investment themes for the Year of the Dragon.
8 February 2024