Transformed companies displaying momentum and top-quality growth

Market commentators like to pigeonhole equity investors with simple terms such as active, passive, contrarian, value, growth or momentum. This makes things unnecessarily complicated as most people are investing for either value or growth. Our approach is different. We are business-transformation investors focused on management and strategic change within good companies. We back strategies to … Read more

Should you add Straumann Holding to your portfolio?

The global dental market is expected roughly to double in size over the next decade. Rising demand for aesthetic treatments, such as implants, veneers and braces, is set to drive the bulk of the growth, particularly in major developed markets such as the US and across Europe. Demand for aesthetic treatments surged immediately after the … Read more

Low Tuck Kwong: the Indonesian mining billionaire who is benefitting from coal boom

A decade ago, the Indonesian mining billionaire Low Tuck Kwong was known mainly for his private zoo – a fabulous menagerie of peacocks, orangutans and Sumatran tigers, featuring zebra-hybrids known as “zonkeys” and the tycoon’s own “zorse”. To visiting journalists, he came across as a sort of Doctor Dolittle. In 2013, Forbes Asia reported the … Read more

The top areas for buy-to-let rental yields

It is a challenging time to be a buy-to-let landlord. Many of the benefits of investing in property have been hit by slowing rental growth, tax relief restrictions and lower capital gains tax allowances, as well as increased regulations such as the Renters’ Rights Bill. This has led many landlords to consider exiting the sector. … Read more

Why is the UK’s economic growth falling behind?

I spend a lot of time looking through research papers and think-tank notes afflicted with a disease I call “policy lever-itus”. This painful affliction consists of undue regard for big-picture thinking about why economic growth is so poor in the UK (and in much of Europe). Pointy-head types (me included, sometimes) tend to think that … Read more

Trump’s first week: what does it mean for your money?

Refresh 2025-01-20T10:36:32.145Z Good morning, and thanks for joining our live blog. Dan McEvoy and Katie Williams here to take you through what promises to be an eventful day for global markets, as Donald Trump is inaugurated as US president for the second time. 2025-01-20T10:42:09.101Z The Trump timeline Before we get going on the analysis of … Read more