August 2025
As hyperscalers ramp up AI and data centre spending to unprecedented levels, history suggests their soaring asset growth could be a warning sign for future returns. Instead, De Lisle Partners is focused on the beneficiaries of this capital wave – smaller, undervalued companies supplying the power, cooling, and infrastructure that make it all possible. In our latest ‘Through the Lens’ research note, Investment Analyst, Dan Scott Lintott discusses why we believe the real opportunity lies not in Big Tech itself, but in those positioned to profit from its spending spree.
Through the Lens of DLP August 2025
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March 2025 in Investment Notes
In the latest Through the Lens piece "The World of Steady Little Growers", Dan Scott Lintott discusses De Lisle Partners' investment strategy, which blends Value and Growth investing principles.