Insights





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.




Doing more with less: The real winners of changing demographics
Doing more with less: The real winners of changing demographics
Demographic shifts are both a challenge and an investment opportunity for companies.
Doing more with less: The real winners of changing demographics
Demographic shifts are both a challenge and an investment opportunity for companies.




How To Say Goodbye
How To Say Goodbye
In this feature, Senior Equity Analyst Alasdair Kingham shares insights into how Aoris’ disciplined approach to selling helps bring structure and clarity to one of investing's most difficult decisions
How To Say Goodbye
In this feature, Senior Equity Analyst Alasdair Kingham shares insights into how Aoris’ disciplined approach to selling helps bring structure and clarity to one of investing's most difficult decisions




The paradoxes of investing
The paradoxes of investing
In this feature, PM Delian Entchev shares how we manage 5 tensions to make the best possible investment decisions.
The paradoxes of investing
In this feature, PM Delian Entchev shares how we manage 5 tensions to make the best possible investment decisions.




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.



