CPD: Quality Growth, ex-Growth

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For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high

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CPD: The global spectrum of growth equities

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In a global market where ‘growth’ is often used as a catch-all term, true long-term capital appreciation remains a rare find. Identifying companies capable of sustaining strong growth requires more

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Buy and hold forever

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Don’t let conviction become complacency An investment manager’s analysts should conduct deep research that includes onsite meetings with a company’s senior leadership, customers, suppliers and competitors, and should also evaluate

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The spectrum of growth

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Companies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad

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