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.




To date, MANTRA themes have included:
Hermes for the Holidays? December 14, 2018
Trends, Planes & Safety Circles: Investing in Air Travel November 27, 2018
A Softer Cycle for the Semiconductor Industry August 7, 2018
Raising a Mug to the World Cup June 29, 2018
The Boring Beauty of B2B Distribution June 18, 2018
Positive Changes Increase Allure of Japanese Stocks May 21, 2018
Invest in Leisure: Because You Can't Take It with YouNovember 30, 2017
Bread, Booze and Bling: The Consumer Spending PyramidNovember 15, 2017
Global Investing: How We're Pursuing Sustainable GrowthSeptember 26, 2017
An Investment Perspective on the French ElectionApril 21, 2017
A Stinky Situation: Automobiles Hit Their Manure MomentMarch 29, 2017
A Strengthening Dollar May Boost Non-U.S. CompaniesMarch 17, 2017
Why Consider Investing in Our International Growth PortfolioFebruary 3, 2017
Why We Don’t Hedge Our Equity PortfolioAugust 15, 2016
Two Key Lessons for Investors After BrexitAugust 4, 2016
Brexit May Offer a Rare Opportunity to InvestorsJune 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 EUJune 1, 2016
The Emerging Market Consumer Is Alive and WellMay 17, 2016
International Growth Fund’s 20th AnniversaryMarch 25, 2016
GrowthSpotting – What About ‘Brexit’?March 3, 2016
Why the Volatile Market Shouldn’t Spook InvestorsFebruary 10, 2016
The Tale of An Evergreen Company?December 14, 2015
Canadian Shoppers Look After Their LooniesNovember 13, 2015
Capitalizing on the Data DelugeSeptember 17, 2015
Great Companies Aren’t Bound by GDP GrowthJune 24, 2014
For Investors, Patience Can Be a Valuable VirtueJune 12, 2014
What’s Driving Network Restructuring? You.May 21, 2014
Long-Term Investing: No Crystal Ball RequiredMay 7, 2014
Thinking Outside the ParcelMarch 17, 2014
Don’t Let EM Noise Shape Your DecisionsFebruary 6, 2013
Which Online Retailers Are a Smart Buy?December 5, 2013
How to Avoid False ProfitsNovember 13, 2013
Banks Need New Software, and Not Just Windows 8June 13, 2013
The Catalysts Powering a Chemical PowerhouseMay 29, 2013
My Milk Has WHAT in It?May 8, 2013