Art Of Boring

How we approach finding new ideas in the widest investment universe. Highlights Eagles and vultures mental model—why idea generation is better enabled by one shared investment philosophy and knowledge base E.g., Novo Nordisk and Publicis What is the “Bathroom List” and its role in our investment process and ESG considerations—e.g., JDE Peet’s Why nuance matters when incorporating scuttlebutt—e.g., Publicis How we’re continuously refining and improving our processes Current emerging markets exposure A walk through our qualitative risk assessment checklist Recommended reads from Manar