Investment Results (%)

Portfolio Characteristics

Top 10 Portfolio Businesses

Related Thinking

Investment Strategy
Uncovering Europe’s Next Generation of Global Leaders
Innovative firms across Europe are transforming precision automation, sustainable aquaculture, and luxury craftsmanship into engines of global competitiveness. With niche breakthroughs, favorable policy environments, and capital discipline, these companies are converting complexity into long-term value.
Investment Strategy
From Umami to Automation: How Japan’s Reinvention Is Creating New Investment Frontiers
After many research trips to Japan, we moved to increase exposure to businesses supported by key trends, such as digitalization and advanced computing, industrial innovation, unique consumer preferences, and an aging domestic and global population.

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