Why and how do some companies keep getting better with age? European Equity Analysts/Portfolio Managers James Hanford and Alistair Wittet delve into Novo Nordisk and L’Orèal – each over a century – to see what can be gleaned from their lengthy histories. They also touch on the predictive power of Lindy’s Law and advances in artificial intelligence that can help investors gauge a company’s potential longevity.

Salmon farmers are facing a tough upstream battle to create businesses that align with ESG principles. ESG Analyst and Portfolio Manager Petra Daroczi details some of the pros and cons of salmon fishing with a focus on one of our portfolio companies: Bakkafrost.

Aufgrund der andauernden Belastungen der US-Wirtschaft sahen sich viele Unternehmen zuletzt gezwungen, ihre Prozesse noch stärker zu optimieren. Welche zahlreichen Möglichkeiten sich nun für sogenannte „Problemlösungsdienstleister" ergaben, erklären die Portfoliomanager Christophe Nagy, Louis Citroen, Justin Streeter und Rémi Adam in diesem Investment Letter.