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News & Insights

Letter to Investors – January
February 19, 2024

In this month’s Letter to Investors we discuss the reasons we are so excited about the return prospects for our Global funds over the next 5 years.

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

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Letter to Investors – November
December 14, 2023

In this month’s Letter to Investors we outline the key reasons for the biggest monthly fall in long term U.S. yields since the GFC, and importantly why this should be good news for small cap valuations.

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What happens after a Fed pause?
December 14, 2023

In this month’s Investment Strategy Note we review the Fed’s last nine hiking cycles to assess the likelihood of a soft landing during this cycle.

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Letter to Investors – October
November 15, 2023

In this month’s Letter to Investors we discuss how the bond-driven bloodbath in share markets is throwing up some of the best valuation opportunities that we’ve seen in global small caps for years.

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