The firm has, until now, used the News section for short notices and updates. This blog is a separate space, intended for slightly longer pieces — observations, occasional commentary, and the kind of writing that doesn’t sit naturally under a formal announcement.
The two will run in parallel. News will stay focused on disclosures and firm updates. The blog will lean editorial.
What you should expect
A measured cadence. We don’t intend to publish on a schedule, and there will be quiet stretches. The aim is to publish when there’s something genuinely worth saying.
Topics will include:
- How we think about capital allocation across the holdings
- The mechanics of running a long-hold portfolio
- The occasional view on markets and industries we operate in
- Notes on the businesses we hold, where appropriate
How to read it
If you want to follow along, the RSS feed is the most reliable way. The archive is available by year and by tag, and the search box at the top of the index will find anything that has been published.
Thanks for reading.