Insights

Digging Deeper – Understanding Wolters Kluwer

In our second Digging Deeping 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

Cochlear

From a shell and a blade of grass, to cutting-edge hearing implants. For more than four decades, Cochlear has been a pioneer in the treatment of hearing loss, a condition estimated to cost the global economy almost US$1 trillion every year.

6 minute read

Wolters Kluwer

Dutch company Wolters Kluwer, founded in 1836, serves as a reminder that disrupters come in all ages. Whilst the focus is often on new disrupters, companies with long and successful track records will have adapted to change, pivoted strategically and utilised disruptive ideas. Despite profound marketplace changes, Wolters Kluwer remains a reliable and trusted provider of valuable information through their software and services.

10 minute read

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

ASML

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

6 minute read

OBIC

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

Lonza

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

Ferrari

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