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Institutional Investor

Compounding drives Performance

Long-term sustainable active investing has been part of our DNA since 1986. The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years.

Our latest Insights & News

10
min.

The Longer-Term Investment Consequences of the War in Ukraine

As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.

10
min.

Blockchain and the Future of Payments

There is definitely a sense of change in the air. The payments sector as such, will continue to see attractive growth for at least another 5 years, and likely for the rest of this decade.

02
min.

No Investments in Russia

We do not hold any shares in companies in Russia or Belarus. It is our analysis that Russia and Belarus at this time are uninvestable.

10
min.

Maslow's Pyramid of Needs, Energy, and Defense in a New Geopolitical Reality

We are deeply disturbed about the future of Ukraine and the western liberal order. However, it is also a time to reflect and consider what has brought Europe into this calamity.