Investment insights

Investment Insights: Constellation Software, Inc (‘CSI’)

In the below note, we’ll discuss the reasons why we view Constellation Software, Inc (‘CSI’), as an exceptional investment opportunity. CSI was founded by Mark Leonard (President & CEO) in 1995. Since the IPO in 2006, the equity has delivered a compounded annual total return of +37%. It has achieved this at the same time as […]

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Investment Insights: BE Semiconductor Industries (‘BESI’)

In the below note, we’ll discuss the reasons why we view BE Semiconductor Industries ‘BESI’, as an exceptional investment opportunity. BESI was founded in 1995 by Richard Blickman, who remains CEO today. Since listing in December of 1995, the equity has delivered a compounded total annual return of 14% (dividends re-invested). SEMICONDUCTORS Semiconductors, also known as

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Investment Insights: Gaztransport & Technigaz

In the below note, we’ll discuss the reasons why we view Gaztransport & Technigaz (GTT) as an exceptional investment opportunity. GTT is the world’s No. 1 Liquified Natural Gas (‘LNG’) cargo containment systems provider. The company designs,  owns and licenses the specialist technology used in the construction of LNG carrier tanks. Natural gas makes up approximately

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Match Group

Match Group are a leading global provider of online dating products through applications and websites. Match operate a portfolio of brands including; Tinder, Match.com, PlentyOfFish, Meetic, Ok Cupid, OurTime, Pairs, Hinge and 30+ more. The apps are designed to increase user’s likelihood of finding a meaningful connection and the different products are tailored to meet

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