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The latest news and insights from our leading investment team.
                        
                
            
                                        
                    Letter to Investors
                    Letter to Investors
                
                            
                    Investment Strategy
                    Investment Strategy
                
                            
                    Podcasts
                    Podcasts
                
                            
                    Stock in Focus
                    Stock in Focus
                
                            
                    Press
                    Press
                
                            
                    Fund Update
                    Fund Update
                
            
        
        
                                10 Oct, 2025                            
                            Letter to Investors – September 2025
                                Letter to Investors • 11 mins read                            
                        
                                8 Sep, 2025                            
                            Letter to Investors – August 2025
                                Letter to Investors • 13 mins read                            
                        
                                11 Aug, 2025                            
                            Letter to Investors – July 2025
                                Letter to Investors • 16 mins read                            
                        
                                9 Jul, 2025                            
                            Letter to Investors – June 2025
                                Letter to Investors • 12 mins read                            
                        
                                10 Jun, 2025                            
                            Letter to Investors – May 2025
                                Letter to Investors • 13 mins read                            
                        
                                10 Jun, 2025                            
                            Podcast – Andrew Mitchell on the Rules of Investing “The market always wins”
                                Podcasts • 6 mins read                            
                        
                                23 May, 2025                            
                            Letter to Investors – April 2025
                                Letter to Investors • 15 mins read                            
                        
                                17 Apr, 2025                            
                            Letter to Investors – March 2025
                                Letter to Investors • 15 mins read                            
                        
                                13 Mar, 2025                            
                            Letter To Investors – February 2025
                                Letter to Investors • 14 mins read                            
                        
                                20 Feb, 2025                            
                            Letter To Investors – January 2025
                                Letter to Investors • 14 mins read                            
                        
                                16 Jan, 2025                            
                            Letter To Investors – December
                                Letter to Investors • 11 mins read                            
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