Insights

Digging Deeper – Understanding Keyence

Since its founding in 1974, Japanese firm Keyence has steadily grown and innovated to become a world leader in factory automation. In our latest Digging Deeper video, we delve into the company’s unique business model and its long runway for continued growth.

15 minute watch

Digging Deeper – Understanding Wolters Kluwer

In our second Digging Deeper conversation, Investment Manager Paul Loudon shares his thoughts on Wolters Kluwer; a company that has navigated profound changes in the publishing market, moving from print to digital and now harnessing the power of generative AI.

19 minute watch

Digging Deeper – Understanding Novo Nordisk

Novo Nordisk has become a household name thanks to Wegovy and Ozempic. What are the risks that stem from that attention, and just how significant is the long-term opportunity? In the first of a series of Digging Deeper conversations, Investment Manager Lindsay Scott shares her thoughts on the obesity and diabetes markets.

22 minute watch