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We search the world for best practices and opportunities in businesses that demonstrate corporate agility.
We offer bespoke industry and stock research services to our institutional investor clients.
We construct a concentrated stock portfolio of the globe's most agile companies.
We partner with corporate boards and management teams to become proactive in how they manage the forces of innovation and disruption.
We seek to be a trusted source of expertise to emerging analysts and financial managers.
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We create investment ideas within an environment that is intellectually provocative, rigorous and honest.
We partner with clients to help them capitalise on agility – anticipating future trends and events in an age of uncertainty and successfully capturing value from them.
We are accountable to our clients and our fee structure is focused on performance-related compensation.
We are aware of our privileged position and are committed to uplifting those less fortunate in a way that is sustainable and has a meaningful impact.
Our 32-page report on the international private hospital sector suggests that the industry is well placed to benefit from the impact of global environmental factors. We believe that these include:......
Our April 2016 review of Britain’s video broadcaster iTV plc illustrates that it has delivered operating, financial and share price performance that is impressive and contrary to that which would......
This March 2016 report contains our thinking into the value of information and data analytics. Our interest in this topic has been piqued by the timing and quantum of the......
