1Q 2022 in Review

Against the backdrop of challenging market sentiment, we discuss why the companies we invest in remain a good fit with our Investment Philosophy.


Introduction: Anthony and Jon discuss the extent to which inflation and interest rate expectations have impacted our holdings, particularly those in the housing, technology and energy sectors.


Software: Anthony, John and Alastair explore the investment theses of our software holdings and why they fit well with our Investment Philosophy.


ESG: Rose, Anthony and Guy reflect on recent geopolitical events and their implications for ESG/sustainable investing, particularly in the context of the American Fund.


Closing remarks: Anthony and Jon conclude on why we feel positive about the companies we hold.

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