Partners
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PartnerCMC MarketsFinancials-2.62% this weekCMC is building the future of finance: 24/7, borderless and decentralised
PartnerMindflair plcInvestment Companies-13.33% this week
etoroFinancials-5.37% this weekFrom social trading pioneer to global fintech: a single app for stocks, crypto, commodities and copy-trading, now expanding into wealth, banking and AI-powered investing.
PartnerCoinSharesFinancials-14.85% this weekProfitable through every crypto cycle since 2016, CoinShares combines asset management, capital markets and digital asset infrastructure in a way few investors fully appreciate
PartnerRemedy EntertainmentConsumer+4.39% this weekStory-driven game developer shifting to self-publishing for higher-margin franchise growth
PartnerSchroder Asian Total ReturnInvestment Companies0.00% this weekA differentiated Asian equity strategy combining high-conviction stock picking with active risk management to deliver smoother long-term returns
PartnerPublic Policy Holding Co.BLT (Business Services, Leisure, Travel)-12.71% this weekIn a world where every government decision shapes corporate winners and losers, strategic communications advisory has never mattered more. And it has never had a scaled platform. Until now.
PartnerVVV SportsConsumer+1.29% this weekAn early-stage sports and media company building the commercial scaffolding around padel and pickleball, two of the world's fastest-growing sports
PartnerEcofin Global Utilities & Infrastructure Trust plcInvestment Companies+1.62% this weekAI, electric vehicles and the race to decarbonise are changing the profile of energy demand. The Ecofin Global Utilities & Infrastructure Trust plc (LSE:EGL) invests in essential utilities and infrastructure companies that underpin modern economies.
PartnerIP GroupFinancials+1.89% this weekInvests in science and tech ventures
PartnerCordiant Digital InfrastructureInvestment Companies0.00% this weekA London-listed, FTSE 250 investment company that owns the data centres, towers and fibre carrying the modern economy, offering steady inflation-linked income and growth as AI demand accelerates.
PartnerSuper Group (SGHC) LtdConsumer-5.57% this week
PartnerQBiotics GroupHealthcareROW
PartnerPhoenix Copper LimitedEnergy & Materials-16.00% this week
Conduit ReFinancials-2.50% this weekA lean, focused Bermuda reinsurer that delivers cash returns to shareholders while a widening global protection gap drives long-term demand for the cover it sells
PartnerSeraphim New Space IndexInvestment Funds-2.37% this weekA pure-play route into the companies driving the New Space boom, through a London-listed ETF managed by Seraphim, one of the world's leading specialist space investors
The Money Revolution
- PartnerCoinSharesProfitable through every crypto cycle since 2016, CoinShares combines asset management, capital markets and digital asset infrastructure in a way few investors fully appreciate
PartnerSecure Trust BankA simplified UK specialist lender focused on higher-return retail and business finance, trading below tangible book.
PartnerMortgage Advice BureauA scalable property finance platform turning mortgages and protection into resilient, repeatable revenue
PartnerMarexCommodities and financial markets services provider
PartnerRathbonesA leading UK wealth manager stepping into its next chapter of growth and optimisation- PartnerCMC MarketsCMC is building the future of finance: 24/7, borderless and decentralised
- etoroFrom social trading pioneer to global fintech: a single app for stocks, crypto, commodities and copy-trading, now expanding into wealth, banking and AI-powered investing.
- Conduit ReA lean, focused Bermuda reinsurer that delivers cash returns to shareholders while a widening global protection gap drives long-term demand for the cover it sells
Power Shift
PartnerTharisaTharisa mines platinum and chrome to fuel clean energy, rewarding shareholders along the way
PartnerAfentra PlcUnlocking value from overlooked oil assets across Africa’s energy transition
PartnerAtomeProduces green fertiliser using renewable energy
PartnerRainbow Rare EarthsPioneering the commercial extraction of rare earth elements (REEs)
PartnerEcora RoyaltiesA royalty and streaming company providing investors with exposure to the critical minerals
PartnerCapricorn EnergyCapricorn Energy is betting big on Egypt’s untapped reserves and refreshed fiscal terms to drive long-term value
PartnerFirst TinDeveloping one of the largest undeveloped tin resource bases in the OECD to supply the electrified and digital world
PartnerSigmaRocAlmost unnoticed, lime and limestone underpin major industries like steel manufacturing, water treatment and agriculture. SigmaRoc is the UK listed European group that has spent a decade buying and strengthening the local quarries that produce them
PartnerPremier American UraniumBuilding a U.S.-centric uranium platform ready to supply the next phase of America’s nuclear growth
PartnerThe Metals CompanyDeep Sea mining for battery metals- PartnerEcofin Global Utilities & Infrastructure Trust plcAI, electric vehicles and the race to decarbonise are changing the profile of energy demand. The Ecofin Global Utilities & Infrastructure Trust plc (LSE:EGL) invests in essential utilities and infrastructure companies that underpin modern economies.
PartnerPan Global ResourcesVancouver based junior resources company
PartnerSkyharbour Resourcesworld's highest grade uranium deposit
Geiger Counter LtdUranium industry-focused investment company
PartnerXerosXeros brings scalable innovation to laundry and garment care for a more sustainable fashion future
PartnerEden ResearchEden’s agricultural-tech alternatives to synthetic chemicals are taking root across global agriculture
PartnerAduro Clean TechA chemical recycling technology platform turning hard-to-recycle waste into valuable fuels and chemicals- PartnerIP GroupInvests in science and tech ventures
- PartnerCordiant Digital InfrastructureA London-listed, FTSE 250 investment company that owns the data centres, towers and fibre carrying the modern economy, offering steady inflation-linked income and growth as AI demand accelerates.
- PartnerPhoenix Copper LimitedEnergy & Materials-16.00% this week
What We're Buying Next
PartnerTooruConsumer0.00% this week- PartnerRemedy EntertainmentConsumer+4.39% this week
Fever-TreeConsumer-0.35% this week
PartnerOptiBiotix HealthConsumer0.00% this week
PartnerVEONConsumer+5.10% this week
PartnerKyivstarConsumer-5.07% this week- PartnerVVV SportsConsumer+1.29% this week
- PartnerMortgage Advice BureauFinancials-3.13% this week
- PartnerSuper Group (SGHC) LtdConsumer-5.57% this week
Picks & Shovels of AI
QualcommTechnology-6.68% this week
PartnerSeraphim Space Investment TrustInvestment Companies-0.31% this week
PartnerJPMorgan Asia Growth & IncomeInvestment Companies-1.65% this week- PartnerPan Global ResourcesEnergy & Materials-4.76% this week
- PartnerSchroder Asian Total ReturnInvestment Companies0.00% this week
- PartnerEcofin Global Utilities & Infrastructure Trust plcInvestment Companies+1.62% this week
- PartnerMindflair plcInvestment Companies-13.33% this week
- PartnerCordiant Digital InfrastructureInvestment Companies0.00% this week
- PartnerThe Metals CompanyEnergy & Materials-5.04% this week
PartnerFocus GraphiteEnergy & Materials0.00% this week
PartnerGrid MetalsEnergy & Materials+7.14% this week
PartnerBalfour BeattyIndustrials-0.54% this week- PartnerSeraphim New Space IndexInvestment Funds-2.37% this week
- PartnerPhoenix Copper LimitedEnergy & Materials-16.00% this week
The Next Emerging Giants
- PartnerKyivstarConsumer-5.07% this week
- PartnerVEONConsumer+5.10% this week
PartnerKaroooooTechnology-6.53% this week- PartnerJPMorgan Asia Growth & IncomeInvestment Companies-1.65% this week
- PartnerSchroder Asian Total ReturnInvestment Companies0.00% this week
- PartnerSuper Group (SGHC) LtdConsumer-5.57% this week
Portfolios in a Ticker
- PartnerJPMorgan Asia Growth & IncomeInvestment Companies-1.65% this week
- PartnerSeraphim Space Investment TrustInvestment Companies-0.31% this week
PartnerLiteracy CapitalInvestment Companies+1.59% this week- Geiger Counter LtdInvestment Companies-5.17% this week
- PartnerSchroder Asian Total ReturnInvestment Companies0.00% this week
- PartnerEcofin Global Utilities & Infrastructure Trust plcInvestment Companies+1.62% this week
- PartnerCordiant Digital InfrastructureInvestment Companies0.00% this week
The Scramble for Metals
- PartnerGrid MetalsEnergy & Materials+7.14% this week
- PartnerSkyharbour ResourcesEnergy & Materials-12.36% this week
- PartnerFocus GraphiteEnergy & Materials0.00% this week
- PartnerThe Metals CompanyEnergy & Materials-5.04% this week
- PartnerPan Global ResourcesEnergy & Materials-4.76% this week
PartnerPower MetallicEnergy & Materials-8.06% this week- PartnerPremier American UraniumEnergy & Materials-22.22% this week
- PartnerAfentra PlcEnergy & Materials-10.96% this week
- PartnerTharisaEnergy & Materials+0.40% this week
- PartnerRainbow Rare EarthsEnergy & Materials-3.29% this week
- PartnerEcora RoyaltiesEnergy & Materials-4.23% this week
- PartnerPhoenix Copper LimitedEnergy & Materials-16.00% this week
- PartnerCapricorn EnergyEnergy & Materials+10.05% this week
- PartnerFirst TinEnergy & Materials-5.30% this week
- PartnerSigmaRocEnergy & Materials-0.77% this week
- PartnerAtomeEnergy & Materials0.00% this week
The Future of War
- PartnerBalfour Beattyinternational infrastructure group with a diversified portfolio, positioned for sustainable growth
- PartnerSeraphim Space Investment TrustThe world's first listed SpaceTech fund
- PartnerPremier American UraniumBuilding a U.S.-centric uranium platform ready to supply the next phase of America’s nuclear growth
- PartnerSkyharbour Resourcesworld's highest grade uranium deposit
- Geiger Counter LtdUranium industry-focused investment company
- PartnerPublic Policy Holding Co.In a world where every government decision shapes corporate winners and losers, strategic communications advisory has never mattered more. And it has never had a scaled platform. Until now.
- PartnerSeraphim New Space IndexA pure-play route into the companies driving the New Space boom, through a London-listed ETF managed by Seraphim, one of the world's leading specialist space investors
Paid to Wait
Cures in the Making
Final Frontier Tech
- PartnerXerosXeros brings scalable innovation to laundry and garment care for a more sustainable fashion future
- PartnerVEONVEON is a Nasdaq-listed digital operator with a fast-growing user base across Pakistan, Ukraine, Kazakhstan, Bangladesh and Uzbekistan. Its existing connectivity footprint leaves it uniquely placed to benefit as these high-potential markets digitalise
- PartnerSeraphim Space Investment TrustThe world's first listed SpaceTech fund
PartnerDiginexScaling sustainable compliance with software, data and bolt-on growth- PartnerKaroooooA founder-led SaaS compounder quietly scaling profitably across emerging markets
- PartnerKyivstarUkraine’s market-leading mobile network turning everyday services into new revenue streams
- PartnerIP GroupInvests in science and tech ventures
- PartnerCMC MarketsCMC is building the future of finance: 24/7, borderless and decentralised
- PartnerCoinSharesProfitable through every crypto cycle since 2016, CoinShares combines asset management, capital markets and digital asset infrastructure in a way few investors fully appreciate
- PartnerMindflair plcInvestment Companies-13.33% this week
- PartnerAduro Clean TechA chemical recycling technology platform turning hard-to-recycle waste into valuable fuels and chemicals
PartnerHeidelberger DruckmaschinenGermany's printing press leader pivots to high-growth packaging markets while expanding into defense and e-mobility sectors, marking its 175th anniversary with renewed profitability focus.- etoroFrom social trading pioneer to global fintech: a single app for stocks, crypto, commodities and copy-trading, now expanding into wealth, banking and AI-powered investing.
- PartnerSeraphim New Space IndexA pure-play route into the companies driving the New Space boom, through a London-listed ETF managed by Seraphim, one of the world's leading specialist space investors
North America
- PartnerVEONConsumer+5.10% this week
- PartnerAduro Clean TechEnergy & Materials-1.34% this week
- PartnerDiginexTechnology-19.05% this week
- PartnerGrid MetalsEnergy & Materials+7.14% this week
- PartnerKaroooooTechnology-6.53% this week
PartnerMeiraGTxHealthcare-6.21% this week- PartnerPremier American UraniumEnergy & Materials-22.22% this week
- PartnerPan Global ResourcesEnergy & Materials-4.76% this week
- PartnerFocus GraphiteEnergy & Materials0.00% this week
- PartnerMarexFinancials-2.53% this week
- PartnerThe Metals CompanyEnergy & Materials-5.04% this week
- PartnerKyivstarConsumer-5.07% this week
- PartnerCoinSharesFinancials-14.85% this week
- PartnerPublic Policy Holding Co.BLT (Business Services, Leisure, Travel)-12.71% this week
- PartnerSuper Group (SGHC) LtdConsumer-5.57% this week
Europe
- PartnerTharisaEnergy & Materials+0.40% this week
- PartnerSecure Trust BankFinancials+3.29% this week
- Fever-TreeConsumer-0.35% this week
- PartnerAfentra PlcEnergy & Materials-10.96% this week
- PartnerCapricorn EnergyEnergy & Materials+10.05% this week
- PartnerHeidelberger DruckmaschinenIndustrials+3.00% this week
- PartnerBalfour BeattyIndustrials-0.54% this week
- PartnerRathbonesFinancials-2.02% this week
- PartnerEcora RoyaltiesEnergy & Materials-4.23% this week
- PartnerRainbow Rare EarthsEnergy & Materials-3.29% this week
- PartnerTooruConsumer0.00% this week
- PartnerAtomeEnergy & Materials0.00% this week
- PartnerMortgage Advice BureauFinancials-3.13% this week
- PartnerFirst TinEnergy & Materials-5.30% this week
- PartnerRemedy EntertainmentConsumer+4.39% this week
- PartnerCMC MarketsFinancials-2.62% this week
- PartnerOptiBiotix HealthConsumer0.00% this week
- PartnerJPMorgan Asia Growth & IncomeInvestment Companies-1.65% this week
- PartnerPhoenix Copper LimitedEnergy & Materials-16.00% this week
- PartnerLiteracy CapitalInvestment Companies+1.59% this week
- PartnerSigmaRocEnergy & Materials-0.77% this week
- PartnerSeraphim Space Investment TrustInvestment Companies-0.31% this week
- PartnerCordiant Digital InfrastructureInvestment Companies0.00% this week
- PartnerVVV SportsConsumer+1.29% this week
- PartnerMindflair plcInvestment Companies-13.33% this week
- Conduit ReFinancials-2.50% this week
The Magnificent Seven
MetaThe social media titan turns AI investments into advertising gold, but faces Reality Labs losses
AmazonAWS hit fastest growth in 11 quarters while adding more capacity than rivals, but Q3's beat includes $9.5bn Anthropic gains and declining FCF. Trainium adoption is limited to Anthropic while market share erodes.
MicrosoftTechnology company with AI focus
TeslaElectric vehicles, AI, and energy solutions company
NvidiaGraphics processing units designer
AppleApple Inc. is a global technology leader known for its premium devices, integrated software, and expanding ecosystem of services.
AlphabetEach unit holds real value on its own, yet Alphabet's data, Gemini integration, and instant reach through Search + YouTube + Cloud + Android, and Google Ventures, reinforce one another
Financials
- PartnerCoinSharesProfitable through every crypto cycle since 2016, CoinShares combines asset management, capital markets and digital asset infrastructure in a way few investors fully appreciate
- PartnerCMC MarketsCMC is building the future of finance: 24/7, borderless and decentralised
- PartnerMarexCommodities and financial markets services provider
- PartnerMortgage Advice BureauA scalable property finance platform turning mortgages and protection into resilient, repeatable revenue
- PartnerSeraphim Space Investment TrustThe world's first listed SpaceTech fund
- PartnerRathbonesA leading UK wealth manager stepping into its next chapter of growth and optimisation
- PartnerSecure Trust BankA simplified UK specialist lender focused on higher-return retail and business finance, trading below tangible book.
Healthcare
- PartnerMeiraGTxBiotech backed by pharma giants.
Vivani MedicalLong-acting GLP-1 implants targeting the massive and rapidly expanding obesity treatment market.- PartnerOptiBiotix HealthA clinically-proven gut-health and weight-management player turning a decade of science into sales, in one of health's fastest-growing markets
Technology
- PartnerDiginexScaling sustainable compliance with software, data and bolt-on growth
- PartnerXerosXeros brings scalable innovation to laundry and garment care for a more sustainable fashion future
- PartnerKyivstarUkraine’s market-leading mobile network turning everyday services into new revenue streams
- PartnerKaroooooA founder-led SaaS compounder quietly scaling profitably across emerging markets
- PartnerCoinSharesProfitable through every crypto cycle since 2016, CoinShares combines asset management, capital markets and digital asset infrastructure in a way few investors fully appreciate
Investment Funds
- PartnerJPMorgan Asia Growth & IncomeAsia's fastest-growing companies, a 6% dividend, and a locally based team with deep regional expertise
- PartnerSeraphim Space Investment TrustThe world's first listed SpaceTech fund
- PartnerLiteracy CapitalHidden companies. Real growth. A UK investment trust that backs Britain's overlooked private businesses, while championing children's literacy along the way.
- Geiger Counter LtdUranium industry-focused investment company
Industrials
- PartnerHeidelberger DruckmaschinenGermany's printing press leader pivots to high-growth packaging markets while expanding into defense and e-mobility sectors, marking its 175th anniversary with renewed profitability focus.
- PartnerBalfour Beattyinternational infrastructure group with a diversified portfolio, positioned for sustainable growth
- PartnerEden ResearchEden’s agricultural-tech alternatives to synthetic chemicals are taking root across global agriculture
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