Latest articles

February 2020

Scott Woods company visits: Axalta

Scott Woods

Portfolio Manager

Scott visited paint manufacturer Axalta, which we have owned since 2016. The visit was a chance to ask questions about the underlying business with a particular focus on pricing.

January 2020

An important moment for FinTech

David Dudding

Portfolio Manager

Marketing for the new Apple card in the US seems to have ramped up, as there appears to be a lot more advertising on Twitter. With this level of marketing activity is it a concern for our positions in Visa and Mastercard?

January 2020

Adidas LDN store visit - a focus on sustainability

Pauline Grange

Portfolio Manager

Pauline Grange visits the new Adidas flagship store in London to investigate how it is evolving its sustainability and product innovation.

January 2020

Creative destruction and its impact on portfolios

Neil Robson

Head of Global Equities

Neil Robson explores the trend of disruptive innovation and creative destruction.

January 2020

When banks met FinTech…

Jonathan Crown

Portfolio Manager

Portfolio Manager Jonathan Crown explores how FinTech disruptors are shaking up the banks sector.

January 2020

Scott Woods and David Dudding on sustainable competitive advantage and quality growth

Scott Woods and David Dudding

Portfolio Managers

Portfolio Managers Scott Woods and David Dudding recently guested on our podcast to talk investing and take on our 60-second challenge.