September 2022
June to August performance / Global embrace of renewables / Company updates / Sale of Upstart
May 2022
March to May performance / Company updates / Savage market selloff / Purchase of Nu Holdings / Sale of Paypal
November 2021
October & November performance / Move to quarterly updates / Purchase of Upstart / Company updates / Sale of Zip: Growing losses at scale & allocation of uncollected debts
September 2021
September performance / Blue Oceans funding for a seaweed carbon credit submission
August 2021
August performance / Reporting results of dLocal, Adyen and Alfen / Our commitment to Ocean Sustainability and Carbon Drawdown
July 2021
July performance / Code Red IPCC report – The Time to Act on Climate Change is now / Strong results from reporting / Doximity results and reasons for investing
June 2021
June performance / I was probably wrong about Appen / Two new opportunities from IPO’s / Improvement in our IPO scanning framework / Our investment case for dLocal
April 2021
Market rotation continues / Beyond Meat pursues win at all costs strategy / Updates from portfolio companies
March 2021
March performance / SolarEdge Electric Drive-Train Rollout out in Fiat Delivery Van / Feature Article – How The Trade Desk is Enabling a New Beginning for Sustainable Journalism
February 2021
February performance / Market rotates out of “Growth” and “Tech”, again / Alfen now using recycled concrete / Feature Article: Manipulating Depreciation to Inflate Earnings
January 2021
January performance / Impacts of Covid on performance of Solar Edge and Alfen / Zip rallies back / Feature Article: Recent Innovations in Electric Vehicle Chargers, by our Analyst Niharika Joshi Bhatt
December 2020
December performance / Three stocks depressed for three different reasons
November 2020
November performance / Alfen Purchase / Zip sell off unwarranted / The Trade Desk becomes indispensable
October 2020
October performance / Market looks for short-term gains in cyclical stocks / What’s interesting to us?
September 2020
Market downturn comes to an end / Sale of A2 Milk and purchase of PayPal and Beyond Meat / Beyond Meat article
August 2020
Current market downturn / Underlying fundamentals of our businesses / Outlook / Latest articles
