Investments

September 27, 2017 on Asia Investments

Fund Manager Diaries – Mumbai, the modern and confident India

  Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to assess how the economic reforms implemented by Pr...

By Mike Sell


September 24, 2017 on Asia Investments

Fund Manager Diaries – Going Deep in India

  Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to assess how the economic reforms implemented by Pr...

By Mike Sell


September 20, 2017 on Asia Investments

Fund Manager Diaries – Delhi, India’s Growth Engine

  Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to assess how the economic reforms implemented by Pr...

By Mike Sell


August 30, 2017 on Africa Investments

Fund Manager Notes from Egypt

Earlier this summer our Africa investment team undertook a research trip to Egypt, just over six months since the authorities floated the Egyptian pou...

By Roberto Lampl


June 30, 2017 on Asia Investments

Investment Process in Action: Asia

  As our Senior Analyst, Aaron Armstrong, returns from his most recent investment trip, he reports back on the findings from his visits within th...

By Aaron Armstrong


April 20, 2017 on Investments Latin America

3 Years of Alquity LatAm: Stocks

  Launched on the 2nd April 2014, Alquity’s Latin America Fund has outperformed 90% of its peers since inception.1  So what has been the secre...

By Roberto Lampl


April 15, 2017 on Investments Latin America

3 Years of Alquity LatAm: Themes

  Launched on the 2nd April 2014, Alquity’s Latin America Fund has outperformed 90% of its peers since inception.1  So what has been the secre...

By Roberto Lampl


April 10, 2017 on Investments Latin America

3 Years of Alquity LatAm: Country Picks

  Launched on the 2nd April 2014, Alquity’s Latin America Fund has outperformed 90% of its peers since inception.1  So what has been the secre...

By Roberto Lampl


March 16, 2017 on Africa Investments

Alquity Investment Process in Action: The South Africa Diaries

  Recently our African investment team visited South Africa as part of their continuing management of existing investments and pursuit of new opp...

By Roberto Lampl


February 23, 2017 on Investments Latin America

Peru: Cementos Pacasmayo and Ferreycorp – Two world-class teams

  A two-week trip to Latin America, travelling through Argentina, Chile and Peru, gives our fund management team food for thought as change is un...

By Roberto Lampl