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Global Alpha insights: a time to trade?
Explore how we're evolving the portfolio as the investment environment enters a period of rapid change.
UK growth: opportunities amid tariff turbulence
How adaptable firms in growth-driving sectors can prosper over the long term despite trade restrictions.
The case for private growth equity
How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.
Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.
US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.
Discovery Q1 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.
Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.
Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.
European Equities Q1 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.
Global Alpha Q1 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
US Equity Growth Q1 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.
Volatility in LTGG: a feature not a bug
Why volatility is crucial to LTGG's strategy of capturing outsized returns.
Read moreJanuary 2025
Article15 minutes
Quarterly investment updates
Keep up to date with the latest views of our investment teams in these short strategy briefings.
Actual investors
Long-term vision
It takes time to achieve transformational change. So we invest in companies for years, even decades. And we support their leaders in making decisions that can deliver strong, sustainable returns to you.
Recent insights
Global Alpha insights: a time to trade?
Explore how we're evolving the portfolio as the investment environment enters a period of rapid change.UK growth: opportunities amid tariff turbulence
How adaptable firms in growth-driving sectors can prosper over the long term despite trade restrictions.The case for private growth equity
How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.With the benefit of foresight
Investors must navigate uncertainty to create long-term value in a rapidly changing world.US Equity Growth Q1 update
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.Positive Change Q1 update
The Positive Change Team reflects on recent performance, portfolio changes and market developments.Discovery Q1 update
The Discovery Team reflects on recent performance, portfolio changes and market developments.Emerging Markets Q1 update
The Emerging Markets Team reflects on recent performance, portfolio changes and market developments over the last quarter.Sustainable Growth Q1 update
The Sustainable Growth Team reflects on recent performance, portfolio changes and market developments.European Equities Q1 update
The European Equities Team reflects on recent performance, portfolio changes and market developments.Global Alpha Q1 update
The Global Alpha Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.US Equity Growth Q1 investor letter
The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.