Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
Nvidia’s AI world awaits
Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More
Was 2023 the year of the Magnificent Seven?
As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More
October 2023 UpdatePlus
For October, we discuss the ARM chip and how its adoption will impact the broader semiconductor industry.
September 2023 UpdatePlus
For September, we discuss Huawei’s Kirin 9000 chip and what impact it will have on the international semiconductor industry.
Semiconductors: The Next Big Opportunity?
Portfolio Manager Anshu Sharma discusses semiconductors (chips) and why we think they are so important over the next three to five years.
Qualcomm shoots the lights out in November; the investment process that got us here
Fund jumps 9.9% net-of-fees in November; plus year-to-date investment review