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Stock stories
Discover what's special about the companies in our portfolios and what we think the future holds for them.
Atlas Copco
With growth investors, its not always about the new. Ben Drury talks about a remarkable company that has been held in portfolios for nearly four decades.
Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
ASML: Stock Story
Paul Taylor explores the cutting-edge semiconductor technology advancing the digital revolution.
L'Oréal: Stock Story
Katie Muir discusses how innovation and a positive culture have fuelled the success of the world’s leading beauty enterprise.
Moutai: Stock Story
Ben Buckler investigates the Chinese brand dominating the global luxury drinks market.
Stay tuned
Our investment specialists are excited to bring you a growing collection of some of our most noteworthy investment cases.
Keep checking back here to explore our expanding library of stock stories.
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