Quality Growth
Global equities specialists since 1984. We provide a boutique investment experience for institutional and intermediary clients around the world.
Seeing Inflation and Dealing With It
Quality Growth Boutique
As bottom-up quality growth investors, our choices are not generally driven by macro factors such as inflation. But it is important to test the strength of our portfolio against macro challenges. In our latest Viewpoints paper, Sudhir Roc-Sennett evaluates, from a bottom-up perspective, a few areas in which we see inflation and how some companies are equipped to deal with it.
Related insights
Quality Growth Boutique
From journalists to analysts: there’s no substitute for on-the-ground research
Former investigative journalists tap into non-traditional sources to gather unique insights for our Quality Growth research team. This article highlights three case studies that led a portfolio manager to increase a position, sell a stock, and revisit the viability of a previous holding.
Quality Growth Boutique
Modern mining: Digging deep to find winners on the brink of a technological revolution
The mining industry is entering a green supercycle, driven by demand for metals and minerals needed for decarbonization. Despite increased competition and deeper mining, technological advancements are boosting productivity and reducing emissions. This presents compelling long-term investment opportunities in this evolving industry.
Quality Growth Boutique
Tapping into the power of AI stocks while mitigating risks
The forces driving today’s markets are making it especially hard for investors to find the right balance. How can investors tap into the burgeoning power of AI without taking too much risk? Learn how our Quality Growth team manages risk while maintaining a healthy equilibrium.
Quality Growth Boutique
View short-term, election-related volatility through a long-term lens
How do you manage the impact of market volatility driven by election outcomes? Matthew Benkendorf, CIO of our Quality Growth Boutique, shares ways to help mitigate risks and stay focused on business fundamentals that point to enduring quality.
Quality Growth Boutique
Today’s market turmoil: a reminder that investing is a marathon, not a sprint
Investors have been chasing their favorite AI names around the track, without considering how they could sustain their earnings growth for a prolonged period or through a recession. As long-term investors, we aim to remain focused on resilient companies with durable business models, which we believe will finish the race.
Quality Growth Boutique
Judgment Call: Looking behind the numbers to identify real quality
Navigating challenging markets requires assessing earnings and revenue trends and digging into balance sheets. But financial metrics alone can be backward looking. A fundamental understanding of industries, companies, and markets can provide important insights that can help avoid hidden risks and identify overlooked growth drivers.