Data: A Force for Good?

Posted

Back in 2018, the Data & Marketing Association launched its Value of Data campaign in a bid to uncover the true worth of data to businesses. The DMA partnered with the University of Edinburgh’s Bayes Centre and research Centre for Design Informatics to explore and champion the role of data, helping organisations deliver value to […]

A better place to be

Posted

As tempting as a two-week-old fish: that’s how we see European companies. That’s probably a little harsh, but only just. There are some European companies we own, but these are interesting businesses in unusual niche industries that could be based anywhere. That’s because they make most of their money overseas, far from the political and […]

Taking care of the 3Ps – People, Planet & Profit

Posted

Short-termism has been a bad habit to shake, both for the markets and those companies trying to appease jittery shareholders. However, there is a growing understanding that, in order to thrive, businesses need to be managed with a much more holistic – and long-term – view. While the idea of the Triple Bottom Line – […]

Either you’re good or you’re dead

Posted

More than anything else, one thing has been at the top of our mind lately: in business, if you’re not the cheapest or the best, you’re toast. This really hit home to me when I travelled to the US in May 2018 to hunt for companies to invest in. I visited numerous companies that were […]