December 2024
Features

Stock spotlight: Synopsys
HK Gupta, SGA Portfolio Manager describes why he believes Synopsys' exciting growth opportunities earns itself a place in the portfolio...
13 Dec
13 Dec
Features

Stock Spotlight: JLL
Tye Bousada, Co-CEO from newly onboarded stock picker EdgePoint looks at how property services company JLL assists clients in buying or leasing the buildings that are so important to their operations...
06 Dec
06 Dec
Features

Stock spotlight: Las Vegas Sands
A. Rama Krishna, Founder and CIO of ARGA, discusses resort and casino operator Las Vegas Sands, and why it deserves a place in ARGA’s portfolio...
06 Dec
06 Dec
November 2024
Features

Stock spotlight: Nvidia
Tech powerhouse NVIDIA is back under the spotlight, this time with stock picker Mark Baribeau of Jennison Associates...
29 Nov
29 Nov
Features

The Big Question – Are interest rates about to plummet?
Interview with A. Rama Krishna from ARGA, H K Gupta from SGA, and Sands Capital’s Dave Levanson...
29 Nov
29 Nov
September 2024
Features

Stock Spotlight: Skyworks
Vulcan’s C.T. Fitzpatrick explains why Skyworks earns its place in the portfolio with its wide and growing base of applications and strong fundamentals...
20 Sep
20 Sep
Features

Stock Spotlight: Unilever
As a producer of some of the world’s best-known household brands, Veritas’s Ian Clark looks at why Unilever’s growth strategy into developing markets makes it such an attractive investment opportunity...
13 Sep
13 Sep
Features

The Big Question – What could a Trump 2.0 mean for the Alliance Trust portfolio?
Interview with Vulcan’s C.T. Fitzpatrick and Ian Clark from Veritas...
06 Sep
06 Sep
Fund Research

Alliance Trust
ATST’s combination with WTAN could produce a FTSE 100 giant…
24 Sep
24 Sep
May 2024
Features

Stock spotlight: Rinnai
Rinnai peaked Dalton Investments' Jamie’s interest when he needed an energy efficient, on-demand hot water solution in his own busy household. Subsequent research has shown that the company has huge market potential...
31 May
31 May
Features

Stock spotlight: Nvidia
Brian Kersmanc, GQG Partners, describes how Nvidia’s early call on AI and full end-to-end solution for clients has kept it at the leading edge of computing...
24 May
24 May
Features

Stock spotlight: United Rentals
United Rentals is the largest equipment rental and management company in the world, with operations in 1,500 locations across North America, Europe, Australia, and New Zealand, serving customers across construction and industrial sectors..
17 May
17 May
Features

Dalton Investments: Japan Update
Dalton's Jamie Rosenwald provides an update on Japan, focusing on the status of recent corporate reforms, revisions to the NISA and the potential normalisation of monetary policy...
10 May
10 May
February 2024
Trust Issues

Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 Feb
Features

Stock spotlight: Dexcom
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business...
23 Feb
23 Feb
Features

Stock spotlight: Airbus
In our new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor...
16 Feb
16 Feb
Features

Stock spotlight: Ashtead
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada...
07 Feb
07 Feb
December 2021
Features

Five expert tips for choosing a fund manager
We asked the expert fund selectors at Willis Towers Watson what they look for when they’re trying to identify a winning fund…
08 Dec
08 Dec
Fund Research

Alliance Trust
ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…
21 Dec
21 Dec