Quarterly Newsletters

June 2021 Quarterly Newsletter

July 20, 2021

In this quarterly edition, we review performance and attribution and provide an overview of our recent and timely trip to Melbourne. We discuss a “New” James Hardie and we review a recent portfolio inclusion, Medical Developments International. We highlight the importance of compounding and biodiversity. Finally, we outline our own journey to becoming, a carbon negative business, since inception.

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