Insights, news and events

The latest news and insights from our leading investment team.

Letter to Investors Letter to Investors Investment Strategy Investment Strategy

Letter to Investors – March 2025

Letter to Investors • 15 mins read

Letter To Investors – February 2025

Letter to Investors • 14 mins read

Letter To Investors – January 2025

Letter to Investors • 14 mins read

Letter To Investors – December

Letter to Investors • 11 mins read

Letter To Investors – November

Letter to Investors • 14 mins read

What’s caused the recent outperformance in our Global Funds?

Investment Strategy • 5 mins read

Letter To Investors – October

Letter to Investors • 14 mins read

How will Trump’s epic win affect the share market?

Investment Strategy • 5 mins read

Letter To Investors – September

Letter to Investors • 16 mins read

Should investors be joining the gold rush?

Investment Strategy • 6 mins read

Letter To Investors – August

Letter to Investors • 14 mins read

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