As growth investors, we’re focused on finding companies that are able to generate wealth in any market environment. We pursue growth by investing through the MANTRA themes of rising mass affluence, new technology, restructuring and aging populations. These forces are constantly at work, shaping the world economy, creating growth streams within it.

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To date, MANTRA themes have included:
Article Date
Global Investing: How We're Pursuing Sustainable Growth September 26, 2017
An Investment Perspective on the French Election April 21, 2017
A Stinky Situation: Automobiles Hit Their Manure Moment March 29, 2017
A Strengthening Dollar May Boost Non-U.S. Companies March 17, 2017
Why Consider Investing in Our International Growth Portfolio February 3, 2017
Why We Don’t Hedge Our Equity Portfolio August 15, 2016
Two Key Lessons for Investors After Brexit August 4, 2016
Brexit May Offer a Rare Opportunity to Investors June 22, 2016
Satellite Communications Firms Can Sail Above “Brexit” June 15, 2016
Why Luxury Brands Aren’t Losing Sleep Over “Brexit” June 8, 2016
Investors: Don’t Fear a British Exit from the EU June 1, 2016
The Emerging Market Consumer Is Alive and Well May 17, 2016
International Growth Fund’s 20th Anniversary March 25, 2016
GrowthSpotting – What About ‘Brexit’? March 3, 2016
Why the Volatile Market Shouldn’t Spook Investors February 10, 2016
The Tale of An Evergreen Company? December 14, 2015
Canadian Shoppers Look After Their Loonies November 13, 2015
Capitalizing on the Data Deluge September 17, 2015
Great Companies Aren’t Bound by GDP Growth June 24, 2014
For Investors, Patience Can Be a Valuable Virtue June 12, 2014
What’s Driving Network Restructuring? You. May 21, 2014
Long-Term Investing: No Crystal Ball Required May 7, 2014
Thinking Outside the Parcel March 17, 2014
Don’t Let EM Noise Shape Your Decisions February 6, 2013
Which Online Retailers Are a Smart Buy? December 5, 2013
How to Avoid False Profits November 13, 2013
Banks Need New Software, and Not Just Windows 8 June 13, 2013
The Catalysts Powering a Chemical Powerhouse May 29, 2013
My Milk Has WHAT in It? May 8, 2013