FinTech and the real economy
Financial technology remains the largest area of the current allocation, reflecting demand connected to operating businesses rather than financial engineering.
Perspective
Views and Developments
Investment themes, sector observations and developments across the areas in which we participate.
Consumer goods beyond the headline
Participation in fast-moving consumer goods spans production and distribution, where commercial substance can be identified and documented.
Why most opportunities are declined
Screening exists to remove opportunities early. Selectivity at this stage protects the quality of what follows.