September 2021

September performance / Blue Oceans funding for a seaweed carbon credit submission

VIEW SEPTEMBER NEWSLETTER


August 2021

August performance / Reporting results of dLocal, Adyen and Alfen / Our commitment to Ocean Sustainability and Carbon Drawdown

VIEW AUGUST NEWSLETTER


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

VIEW JULY NEWSLETTER


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

VIEW JUNE NEWSLETTER


May 2021

Rebound in growth stocks / Climate reckoning comes for big-oil

VIEW MAY NEWSLETTER


April 2021

Market rotation continues / Beyond Meat pursues win at all costs strategy / Updates from portfolio companies

VIEW APRIL NEWSLETTER


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

VIEW MARCH NEWSLETTER


February 2021

February performance / Market rotates out of “Growth” and “Tech”, again / Alfen now using recycled concrete / Feature Article: Manipulating Depreciation to Inflate Earnings

VIEW FEBRUARY NEWSLETTER


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

VIEW JANUARY NEWSLETTER


December 2020

December performance / Three stocks depressed for three different reasons

VIEW DECEMBER NEWSLETTER


November 2020

November performance / Alfen Purchase / Zip sell off unwarranted / The Trade Desk becomes indispensable

VIEW NOVEMBER NEWSLETTER


October 2020

October performance / Market looks for short-term gains in cyclical stocks / What’s interesting to us?

VIEW OCTOBER NEWSLETTER


September 2020

Market downturn comes to an end / Sale of A2 Milk and purchase of PayPal and Beyond Meat / Beyond Meat article

VIEW SEPTEMBER NEWSLETTER


August 2020

Current market downturn / Underlying fundamentals of our businesses / Outlook / Latest articles

VIEW AUGUST NEWSLETTER