Venture: USA Software
Software stocks had a shock move last year as the threat from AI grew. While few doubt the potential for disruption, the selloff has been overdone.
Software stocks had a shock move last year as the threat from AI grew. While few doubt the potential for disruption, the selloff has been overdone.
In this Q2 2026 Review webinar, we discuss our Quality investing strategy, who it's for, why we launched it, why now, and what makes a great company.
After a prolonged consolidation, the European Chemicals sector is on the move, and this company just reported its best quarter in years.
The gold bull market may be on the verge of resuming. If that’s the case, we want to be a part of it. For today's stock addition, we look to southern Africa.
In July 2026, we added our final stock to the Quality Portfolio. Company selection was paramount, combined with timely entry points.
The global market rotation has been strong since May, particularly in the USA. Now, the market leaders are struggling while the weakest trends are bouncing back.