May 2026 in Investment Notes
A new industrial revolution
Why industrials could outpace software in the next market cycle
June 2025
Last month, Gill Charlton, Head of Research, and Dan Scott-Lintott, Investment Analyst, took a trip the US to visit a number of our investments. They visited companies to see how they operate, meeting with management and employees, and striking up conversations with the general public to really get a pulse for the businesses we invest in. Read the latest Through the Lens research note to learn more about Gill and Dan’s trip.
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May 2026 in Investment Notes
Why industrials could outpace software in the next market cycle