technological innovation

A new cycle of rapid innovation is upon us.

As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Perhaps most remarkable has been the speed with which...

Conventional wisdom and financial textbooks will stress the importance of valuing a company’s competitive advantage or economic moats. WCM Investment Management has...

The story behind our investment in Xero starts back in 2001 when I first came across a small business accounting software company called MYOB. What caught my attention...

Recently I toured Israel with Koda Capital Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour we...

AI is on the verge of transforming the lives of millions of people in their workplace and at home. From driverless cars to machines that converse with humans, advances...