A little-know company in the Netherlands has emerged as a vital linchpin in the semiconductor industry.

6 minute read


Corporate Japan has long lagged its developed world peers in IT investment. That’s set to change as the country looks to overcome its demographic challenges and boost productivity. For OBIC, this shift in corporate mindset should prove a powerful long-term growth opportunity.

5 minute read

Old Dominion Freight Line

In the age of next-day delivery, the demands on freight carriers have never been higher. Thanks to a nine-decade focus on operational excellence, however, Old Dominion Freight Line is one step ahead of the competition.

6 minute read

O’Reilly Automotive

“How many Fortune 500 companies are there where every CEO in its history has at one point or another stood behind a counter and been yelled at by a customer?” A quote which sums up O’Reilly Automotive’s pride in its culture and ‘promote from within’ philosophy.

6 minute read


As the world’s leading CDMO, Lonza sits at the nexus of two of the most powerful long-term growth trends in modern health care: the growth of outsourced drug manufacturing and the rise of biologics.

7 minute read


Iconic, ultra-exclusive, and steeped in history, Ferrari inspires an affinity bordering on devotion. Investment manager Alan Lander looks at what sets the Prancing Horse apart from rivals.

6 minute read


How did Costco become the third largest retailer in the US without spending a dollar on advertising? Investment manager Matthew Gerlach looks at the secrets behind an enduring success story. 

6 minute read