Digital enterprise a key theme: Munro Partners

April 18, 2018

In this video, Munro’s Jeremy Gibson talks about a key theme – digital enterprise. Companies that read more

AI: Coming to a portfolio near you

April 16, 2018

A recent Barron’s article focusing on Artificial Intelligence (AI) considers what managing investors’ money will look read more

GSFM: Looking for gaps

April 13, 2018

CEO Damien McIntyre was recently interviewed by the Eureka Report during which he discusses his mandate read more

Instos chasing EM debt for value

April 12, 2018

Institutional investors are setting their sights on emerging market debt in an environment where equities and read more

China-US ‘trade war’ a risk to equities

April 11, 2018

This week, China announced it would slap its own tariffs on 128 US imports, following an read more

© Grant Samuel Funds Management 2018