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Latest Insights
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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2021 Investment Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained shares his key predictions and discusses the risks and opportunities in 2021.
- Date published
- 3 Jan 2021
- Tag
- Global Long-Term Unconstrained
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Disruption & Innovation
Assessing companies’ ability to maintain a leadership position over the long-term.
- Date published
- 19 Nov 2020
- Tag
- European Long-Term Unconstrained
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Thematics and megatrends
The long-term global growth trends that underpin our research focus and portfolio analysis.
- Date published
- 9 Nov 2020
- Tag
- European Long-Term Unconstrained
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ESG – our expertise
The in-depth analysis and process that underpins our world-class Environmental, Social and Governance (ESG) credentials.
- Date published
- 2 Nov 2020
- Tag
- European Long-Term Unconstrained
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Quarterly update: New healthcare stock and US election preview
The latest update from Zehrid Osmani discusses recent transactions, analyses the forthcoming US presidential election and provides a snapshot of his thoughts on the opportunities in global markets during the pandemic.
- Date published
- 15 Oct 2020
- Tag
- Global Long-Term Unconstrained
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US election 2020 – the view of the long-term investor
Infrastructure, healthcare, Big Tech and China. Discussing two potential futures for the economy under Biden and Trump.
- Date published
- 15 Oct 2020
- Tag
- North America
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European Long-Term Unconstrained Portfolio Construction
How we accurately map risks and exposures in our high-conviction, concentrated portfolios
- Date published
- 6 Oct 2020
- Tag
- European Long-Term Unconstrained
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Maintaining High Conviction
How our structured valuation & sell discipline is key to ELTU’s portfolio management
- Date published
- 1 Oct 2020
- Tag
- European Long-Term Unconstrained
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Our systematic risk framework
Research is the engine of our investment process.
- Date published
- 24 Sep 2020
- Tag
- European Long-Term Unconstrained
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2020 Post Results Season - Review and Outlook
Zehrid Osmani, Head of Global Long-Term Unconstrained outlines his key predictions for the remainder of 2020 in the wake of the pandemic crisis.
- Date published
- 24 Sep 2020
- Tag
- Global
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Idea generation and screening
How we focus our research efforts to uncover high-quality growth companies that meet our strict criteria.
- Date published
- 14 Sep 2020
- Tag
- European Long-Term Unconstrained