At McInroy & Wood, our focus is on long-term investing based on the analysis of companies operating in different industries and countries around the world. 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. But of equal significance is deciding which investments to avoid.
In this video, Isla de Haldevang and Guido Bicocchi discuss the importance of choosing what not to invest in.
At McInroy & Wood, we focus on the essential technologies behind major innovations. ASML, a Dutch leader in chip-making equipment, plays a crucial role in artificial intelligence by enabling the production of the world’s most advanced microchips. Smaller, faster, and more efficient chips power AI’s future, driving progress across industries. This video explores ASML’s role in shaping the next generation of technology.
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.
