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December 2017
Studies have shown that concentrated portfolios, those with generally fewer than 25 holdings, do not have a higher risk profile and that limiting a portfolio to just high-conviction "best ideas" may provide meaningful performance advantages over time.
August 2017
This paper explores the progress to date of Prime Minister Shinzo Abe’s ambitious economic revitalization plan and highlights key initiatives underway that we believe could drive significant growth in the world’s third largest economy.
October 2016
This paper explores the significant demand drivers for natural gas, including electrical power generation, industrial and residential uses, fuel for transportation and liquefied natural gas (LNG) exportation, all of which may provide a compelling investment opportunity.
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