Free Resources

Free Resources

We have put together a range of free reports for you.

They cover a range of topics, such as key analytical metrics, book reviews, and useful lists of companies.

To access, just click on the one you want, put in your email address, and you'll be sent back to a welcome page which directs you to the report.

General Investing

Return on Invested Capital: A Breakdown.

Explaining and analysing the key metric for quality investors, with clear examples, use cases, red flags, and original insights.

Access the report

Six Lessons From My Career: By Charlie Morris.

After three decades of research and fund management, to help you become a better investor, Charlie shares six key lessons from his career.

Access the report

Book Reviews

Seven Powers, by Hamilton Helmer

An essential book on the seven main sources of competitive advantage in business, and a central part of the analytical framework for quality investors.

An essential book on the seven main sources of competitive advantage in business, and a central part of the analytical framework for quality investors.

Access the report

Quality Investing, by Lawrence Cunningham and AKO Capital

The authoritative work on Quality Investing.

The authoritative work on Quality Investing.

Access the report