May 2026 in Investment Notes
A new industrial revolution
Why industrials could outpace software in the next market cycle
May 2026 in Investment Notes
Why industrials could outpace software in the next market cycle
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.
November 2024 in Investment Notes
In the latest 'Through the Lens' research note Dan Scott Lintott, Investment Analyst, discusses how demographics in the US inform the themes of the VT De Lisle America Fund.