Coal: A Vital Resource in a Changing World 4 September 2024 Discover why coal remains a critical resource in our changing world. Despite the transition to cleaner energy, coal's consistent demand and constrained supply present a compelling investment opportunity. (3 min read) Read
Recalibrating for the Road Ahead: An In-Depth Mid-Year Review 1 July 2024 In our mid-year webinar, portfolio managers Austin Hawley, Krishna Mohanraj and Henry Song share their insights on the current state of the market and expectations for the rest of the year. (45 min video) Watch
High Bandwidth Memory: Key to AI Growth 10 June 2024 Investor interest in AI is exploding. What may be less noticed are those companies that enable AI. Discover the potential opportunity in high-memory bandwidth chips that are critical to AI’s growth. (4 min read) Read