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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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: Think Local, Act Local - The Power of Partnership in Emerging Markets
Join Glen Finegan, lead manager and a founding partner at Skerryvore, as he shares our views on what we believe are resilient and compelling long-term investment opportunities in emerging markets – the Coca-Cola bottlers.
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4D Infrastructure
Portfolio resilience in uncertain times
In this recent interview with Anna Dadic from Livewire Markets, 4D's Sarah Shaw discusses tariff impacts and how the listed infrastructure universe can provide portfolio defensiveness and growth potential in uncertain times.
Bennelong Funds Management
Navigating the emerging market opportunity
Glen Finegan, Lead Portfolio Manager of Skerryvore Asset Management, speaks with Chris Gosselin from Australian Fund Monitors.
Quay Global Investors
Is now a good time to buy property?
Livewire's Signal or Noise assembled the country's top property experts for their annual show focused on the Australian housing story.
4D Infrastructure
How to invest where consumer demand is set to explode
Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
4D Infrastructure
The asset class that relishes high inflation and rising interest rates
When you think of consistent earnings, what comes to mind? For Sarah Shaw, it comes down to a strict definition of the infrastructure universe and the characteristics that underpin earnings.
