July 2025

Portfolio Update Q2 2025

Investment Specialist Chloé Darling-Stewart shares recent discussions with company founders, highlights the portfolio holdings showing resilience in challenging times, and comments on the latest transactions and portfolio performance.

Related insights

July 2025
Video
11 minutes

Manager Insights: Tom Slater

From AI integrations to global opportunities, Tom Slater reflects on the past 12 months, and his continuous search for the next generation of winners.
July 2025
Video
10 minutes

Manager Insights: Lawrence Burns

Lawrence Burns outlines the commonalities he has observed amongst the portfolio’s biggest winners.
May 2025
Video
44 minutes

Horizon Robotics: Driving the Autonomous Revolution

Founder of Horizon Robotics on when we’ll have “hands-off”, “eyes-off” and “minds-off” driving capabilities globally.
April 2025
Video
12 minutes

Portfolio Update Q1 2025

Investment Specialist Hamish Maxwell on recent volatility, latest portfolio transactions, and a deep dive on two key long-term growth trends prominent in the portfolio.
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