Insights
How could AI impact our portfolio companies?
How could AI impact our portfolio companies?
This feature article lays out our current thinking on how AI may create incremental opportunities for each of our portfolio companies, the main risks we see, where we believe the market might be overestimating those risks, and what evidence would cause us to change our minds.
How could AI impact our portfolio companies?
This feature article lays out our current thinking on how AI may create incremental opportunities for each of our portfolio companies, the main risks we see, where we believe the market might be overestimating those risks, and what evidence would cause us to change our minds.
Iron Sharpens Iron
Iron Sharpens Iron
In this quarter’s feature article, Matthew Berry explores an often overlooked driver of long-term success: competition, and how it can make the best businesses more durable while a lack of competition can breed complacency.
Iron Sharpens Iron
In this quarter’s feature article, Matthew Berry explores an often overlooked driver of long-term success: competition, and how it can make the best businesses more durable while a lack of competition can breed complacency.
The SaaS Survivors
The SaaS Survivors
Senior Analyst Alasdair Kingham discusses the key attributes we believe position certain SaaS businesses to survive and thrive in the age of AI.
The SaaS Survivors
Senior Analyst Alasdair Kingham discusses the key attributes we believe position certain SaaS businesses to survive and thrive in the age of AI.
Patience. Process. Humility. How Aoris is investing in the current climate
Patience. Process. Humility. How Aoris is investing in the current climate
CIO Stephen Arnold recently sat down with Livewire Markets to discuss how Aoris is investing in today’s environment.
Patience. Process. Humility. How Aoris is investing in the current climate
CIO Stephen Arnold recently sat down with Livewire Markets to discuss how Aoris is investing in today’s environment.
3 perceived AI-losers that aren't
3 perceived AI-losers that aren't
When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers.
3 perceived AI-losers that aren't
When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers.
