Offshore Portfolio Clients

Alphabet(ting) on AI

How has Alphabet used its scale to invest for the future.

What do the results from three fashion houses say about the luxury goods sector today.

What have the results from two companies shown us about the semiconductor industry today.

What does a fortress balance sheet look like

Does Nike have what it takes to implement their turnaround vision?

Good prices and good margin, How has Costco managed it?

What is Inditex doing to position itself for the future

Find out how Shoprite has managed to always stay one step ahead of the competition

What are the underlying mechanics of Nvidia’s meteoric rise?

What is one of the big risks small companies face when trying to scale?