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.
4 stocks to buy beyond the AI obvious
4 stocks to buy beyond the AI obvious
Lots of companies say they’re using AI to improve their offering. These fund managers pick stocks that are actually doing it.
4 stocks to buy beyond the AI obvious
Lots of companies say they’re using AI to improve their offering. These fund managers pick stocks that are actually doing it.
The US companies Australians should be holding in their portfolios
The US companies Australians should be holding in their portfolios
The quality staples beyond the Magnificent Seven that investors shouldn’t forget.
The US companies Australians should be holding in their portfolios
The quality staples beyond the Magnificent Seven that investors shouldn’t forget.
The companies controlling their own destiny, on sale at unusually attractive prices
The companies controlling their own destiny, on sale at unusually attractive prices
These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.
The companies controlling their own destiny, on sale at unusually attractive prices
These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.
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.
