Insights
Equity Mates Podcast with Stephen Arnold
Equity Mates Podcast with Stephen Arnold
CIO Stephen Arnold joins the Basis Points team (Equity Mates) to discuss some of our fantastic UK-domiciled businesses and how they fit our highly demanding quality-first investment approach.
Equity Mates Podcast with Stephen Arnold
CIO Stephen Arnold joins the Basis Points team (Equity Mates) to discuss some of our fantastic UK-domiciled businesses and how they fit our highly demanding quality-first investment approach.
What it takes to make the cut in a 15-stock portfolio
What it takes to make the cut in a 15-stock portfolio
In our latest interview with Christopher Conway of Livewire Markets, CIO Stephen Arnold explains what it takes to make the cut in our 15-stock portfolio.
What it takes to make the cut in a 15-stock portfolio
In our latest interview with Christopher Conway of Livewire Markets, CIO Stephen Arnold explains what it takes to make the cut in our 15-stock portfolio.
Insights Over Information: How we approach company meetings
Insights Over Information: How we approach company meetings
In this feature, Analyst Vic Guha shares how we use company meetings not just to gather information, but to uncover real insights.
Insights Over Information: How we approach company meetings
In this feature, Analyst Vic Guha shares how we use company meetings not just to gather information, but to uncover real insights.
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Portfolio Manager Delian Entchev discusses Fastenal on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Portfolio Manager Delian Entchev discusses Fastenal on the Business Breakdowns podcast, including the company’s history, what it does, and its sources of competitive advantage.
The Illusion of Safety
The Illusion of Safety
In this quarterly feature, written by Portfolio Manager Alfred Tadros, we discuss some trade-offs investors might be making when investing in these sectors.
The Illusion of Safety
In this quarterly feature, written by Portfolio Manager Alfred Tadros, we discuss some trade-offs investors might be making when investing in these sectors.
