TitleSummaryCategoriesLinkhf:doc_categories
Q1 2025quarterly-portfolio-reports
Q1 2025engagement-proxy-voting-summaries
Q4 2024engagement-proxy-voting-summaries
Sustainability Impact Report – 2024sustainability-impact-reports
Spring 2025: If you can keep your head…client-letters
Q4 2024quarterly-portfolio-reports
Winter 2024: Indiaclient-letters
Autumn 2024: Patient Investing – Capitec Bankclient-letters
Q3 2024engagement-proxy-voting-summaries
Q2 2024engagement-proxy-voting-summaries
Q1 2024engagement-proxy-voting-summaries
Q4 2023engagement-proxy-voting-summaries
Q3 2023engagement-proxy-voting-summaries
Q2 2023engagement-proxy-voting-summaries
Sustainability Impact Report – 2023sustainability-impact-reports
Sustainability Impact Report – 2022sustainability-impact-reports
Sustainability Impact Report – 2021sustainability-impact-reports
Sustainability Impact Report – 2020sustainability-impact-reports
Summer 2024: Greed and Fearclient-letters
Spring 2024: Mahindra Group: Separating Ownership and Managementclient-letters
Winter 2023: The Trap of Social Proofclient-letters
Autumn 2023: Culture at AIAclient-letters
Summer 2023: Quality at a Reasonable Priceclient-letters
Spring 2023: Three Years in, we Reflect on What Makes Us Differentclient-letters
Winter 2022: Public Bank: A Business Built Through Stewardshipclient-letters
Autumn 2022: The Power of Organisational Cultureclient-letters
Summer 2022: Governance Mattersclient-letters
Spring 2022: The Art and Science of Downside Protectionclient-letters
Winter 2021: Safaricom: Evaluating downside risksclient-letters
Autumn 2021: Advantech: Investing for the Long-Termclient-letters
Summer 2021: China: Emperor’s Foie Grasclient-letters
Spring 2021: The Promise of Emerging Marketsclient-letters
Winter 2020: Alibaba: Why we do not own Sharesclient-letters
Autumn 2020: Marico: Enduring Stewardshipclient-letters
Summer 2020: The People Aspect of Qualityclient-letters
Spring 2020: Responsible Investing in Emerging Marketsclient-letters
Q3 2024quarterly-portfolio-reports
Q2 2024quarterly-portfolio-reports
Q1 2024quarterly-portfolio-reports
Q4 2023quarterly-portfolio-reports
Q3 2023quarterly-portfolio-reports
Q2 2023quarterly-portfolio-reports