September 2026 Update
Our fund depreciated 1.4% in the month of [...]
Enduring Music Rights Mispriced by AI Fears: Universal Music Group
Universal Music Group We have followed Universal Music [...]
Quality Grower in Choppy Times: Heineken
Amid recently volatility, we have been looking to [...]
IQVIA
IQVIA is a leading global provider of clinical [...]
December 2025 Update
Our fund appreciated 5.1% in the month of [...]
Expedia’s Innovative Success in Travel Market
We have been investors in Expedia Group for [...]






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