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US-Canada Tariffs: Finding Investment Opportunities
Potential impacts & beneficiary companies
Aug 24
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Follow the Money: The AI Race
We went through major hedge fund 13Fs to see what they bought and sold
Aug 21
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India Primer: The World's Next Growth Story
A closer look at India's economy and long-term potential.
Aug 6
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Latin America: Go Big or Go Home
Positioning into the next global capital rotation
Jul 17
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Canada: The Comeback
A decade of underperformance is reversing. New investment themes are emerging, and we play them through a fresh thematic equity basket.
Jul 2
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Japan Field Trip: One of the Most Compelling Opportunities in Global Equities
Best-positioned sectors, top stock ideas, and a full Japanese equity basket from our analyst in Japan.
Jun 11
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Special Article: SpaceX, OpenAI, and Anthropic IPOs
Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
May 26
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Bottleneck Opportunity in a New Healthcare Era
An emerging investment theme in clinical research, attractive near-term sector dynamics, and a new stock addition.
May 14
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Uranium Primer: The Nuclear Renaissance Powering AI
Macro policy is finally turning, and AI-driven power demand is accelerating. We expect uranium prices to rise and identify several ways to benefit.
May 7
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SaaS Primer: The New Industrial Order
Under AI disruption, we believe SaaS is shifting from capital-light compounding to capital-intensive maintenance. Here is our playbook for the fallout…
May 1
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Latin America Primer: Why the Region is the Most Obvious Bet for the Next Decade
This is intended to be the most comprehensive piece on the sector. We have dedicated a tremendous amount of effort to producing what we believe is the…
Apr 23
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Japan’s Great Reallocation: 3 Ways to Play the ¥1,100 Trillion Shift
Rising volumes, higher interest rates, and inflecting returns meet a powerful demographic tailwind. 3 stocks & 1 basket set to outperform.
Apr 21
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