thematic investment

Inaugural event takes place on 5 December

Waste management and healthcare among big topics

Fund to be renamed the Prusik Asia Emerging Opps fund

Disruptors move in on asset management

Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.

There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.

The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.

Developments in healthcare provision and technology

The bigger picture on digital disruption

The importance of identifying ‘tomorrow’s sectors’