Our London office hosted Julian Kettle from Wood Mackenzie for a talk on the importance of metals in the energy transition.
While our limited exposure to the headline-grabbing companies might suggest an absence of cutting-edge technology stocks, we prefer to survey a broader horizon of long-term opportunities.
Equity market returns have been narrowly concentrated in recent years. But the unpredictability of market timing highlights the need for a disciplined investment approach and a diversified portfolio of global companies.
Searching for soundly financed businesses with strong competitive positions has been fundamental to our investment approach since 1986 and has contributed to our long-term performance.
