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What's in the Latest Issue?

Looking worldwide for sustainable "outlier" companies and finding them in Softcat, Docebo, Cettire, Kaspi and Semrush.


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Seeing mispriced value in disparate places, today including Stellantis, Golar, SBM Offshore, OSB Group and Halyk Savings Bank.


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Finding fertile ground in non-U.S. ideas such as Bawag, Cenovus Energy and Pandora.


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A prospective growth story in a particularly unlikely place.


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How to respond when you catch lightning in a bottle.


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Investment Highlights
Cenovus Energy, Cettire, Docebo, Golar LNG, Halyk Savings Bank, Kaspi, OSB Group, Pandora, SBM Offshore, Semrush, Softcat, Stellantis, Super Micro Computer, Warrior Met Coal
Other Companies in this Issue:
Alphabet, Bawag, Evolution Gaming, Just Eat Takeaway, Meta Platforms, OCI, Ovid Therapeutics, Sovereign Metals, Thungela Resources