Case Studies

Given the nature of our investment process, the composition of the Funds' portfolios seldom changes significantly on a monthly basis. We therefore send an 'investment story' to our clients on a periodic basis in order to provide some insight into our process and what we are looking for in companies.

We have included a collection of these here for your reference. Please note that at the time of the reports, we may not own the companies featured in these articles.
 

 

 

 Please note that the information provided in these case studies is not current.