Skerryvore UK
Skerryvore: HDFC - Slow and Steady Wins the Race
Join Ian Tabberer, portfolio manager and a founding partner at Skerryvore, as he looks at the power of compounding - and why HDFC Bank, one of our largest Indian holdings, will likely continue to benefit from this.
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Skerryvore UK
Skerryvore: Indonesia - Notes From the Road
Join Nicholas Cowley, portfolio manager and a founding partner at Skerryvore, as he discusses why Indonesia’s long-term outlook is attractive, and how an alignment-first approach helps identify what Skerryvore believe to be good long-term investment opportunities.
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Skerryvore UK
Skerryvore: A Material Approach to Sustainability
Join Cecilia Bosman, an Investment Analyst at Skerryvore, as she provides a brief update on how we cut through ESG noise to focus on what truly drives long term value, using Hindustan Unilever as a case study.
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4D Infrastructure
Global Matters: 2026 Outlook
In this, our annual review and outlook, Tim Snelgrove (Investment Director) and Sarah Shaw (Global Portfolio Manager) discuss the key factors currently in play and consider other more recent developments that could impact the global economy over the medium to long term.
4D Infrastructure
Trip Insights: Canada - US
This is the 22nd edition of our Trip Insights series, following a research trip undertaken by Seb Clemens, Investment Analyst, across Canada and parts of the United States in December 2025. The trip provided valuable insights into the evolving political and economic landscapes across North America, including their impact on the infrastructure sector.
Canopy Investors
2026 Half-year investor letter
We are pleased to share our H1 FY26 investor letter for the Canopy Global Small & Mid Cap Fund.
Quay Global Investors
Investment Perspectives: Thinking about A-REITS
As specialists, we are often quizzed about many aspects of real estate. And with a global perspective, one topic that seems to come up often is our thoughts on the A-REIT sector and how it compares to the global opportunity set.
Canopy Investors
In the media: Buy Hold Sell
Michael Poulsen recently featured with Nicholas Markiewicz from Ellerston Capital on Livewire Markets Buy Hold Sell, talking global SMIDs, the recent US earnings season and select stocks included in the Canopy Global Small & Mid Cap Fund. Watch the videos below.
Bennelong Australian Equity Partners
Important update from Bennelong Funds Management Ltd
Important information regarding fund holdings in Corporate Travel Management Limited
