Our Insights

We view transparency and communication as a key differentiator of our offering. Regular communication around our investment thinking and portfolio holdings helps ensure that our client partners understand what they own and why they own it.

Annual Partners Reports

2022

2021

2020

2019

2018

Baobab Insights

2023

November

The Friday Filter

2020

October
February

2019

November
July

2018

November
June
May
May

2017

November
June
May
January