Canary in the Coal Mine
In this section, we highlight a theme emerging from our ongoing dialogue with management teams, sell-side analysts and industry specialists - potential early indicators that may foreshadow more material shifts in markets, industries, or behaviour.

Mid Cap of the Month
Each month we present a single company in a bit more depth. The objective is twofold: to share what we’re working on and, over time, to give a representative flavour of how we think about opportunities.

Starr’s Rating
Founding partner, Lyndsey Starr, is also a committed foodie. Each month she shares a short review of a London restaurant, alongside her proprietary “Starr Rating”. If you’re in town, we’d be delighted to host you at one of Lyndsey’s top picks.