Process (2)

Last week we were sitting at a lunch with our friendly sell side colleagues. Invariably, the topic of conversation moved away from the quality of the Miso Soup to reporting Season, to our...

It’s not often we write to our clients on the reasons we haven’t yet invested in a company. However, in the case of Ramsay Health Care (Ramsay), we felt it would be prudent to explain our thinking on...