Insights
Occasional notes from our investment team — on markets, mandates, and the businesses we admire.
Why generational horizons outperform fund cycles.
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The next wave of regional champions emerging from the GCC.
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Why digital culture has become a permanent allocation.
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Where we're placing direct technology bets.
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Reframing yield, duration and currency exposure.
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Notes on governance, succession, and discretion.
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