Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.

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

One Year On

Just over one year on, we look at how global companies have navigated the challenges of the Ukraine war.

10 minute read

An introduction to Synthetic Biology

From cancer therapy to pineapple leather alternatives, synthetic biology is evolving at an extraordinary pace. In this podcast, investment manager Tom Miedema previews findings from his upcoming white paper on the topic.

18 minute listen


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