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How we approach finding new ideas in the widest investment universe.

Highlights

• Eagles and vultures mental model—why idea generation is better enabled by one shared investment philosophy and knowledge base
  • E.g., Novo Nordisk and Publicis
• What is the “Bathroom List” and its role in our investment process and ESG considerations—e.g., JDE Peet’s
• Why nuance matters when incorporating scuttlebutt—e.g., Publicis
• How we’re continuously refining and improving our processes
• Current emerging markets exposure
• A walk through our qualitative risk assessment checklist
• Recommended reads from Manar