Making shareholder engagement count

What is the difference between William Tell and outgoing Sika chair Peter Hälg? William Tell represents the myth and reality of Swiss independence. Not too far from here, the famous…

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Opportunity knocks beyond the magnificent seven

The ‘great rotation’ in stock markets since the US Fed started raising rates at the end of 2021 has favoured many great technology companies.  However, the rotation has left behind…

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LVMH: Global Leader in Luxury Goods

LVMH has been a core position in our World Stars Global Equity strategy for more than five years. We have held it through the Covid shutdown, the sharp recovery that…

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