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March 2026

Evli Emerging Frontier Fund
Evli Emerging Frontier Fund analysis: uncovering alpha in under-researched frontier markets, mispriced economies, small-cap opportunities, and…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
πŸ“¨ Weekly Investment Newsletter – NΒΊ13
Recent Iran conflict news signals a shift from short-term volatility to a prolonged geopolitical regime, with oil driving inflation and global risk…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
Invesco Global Founders & Owners Fund
A deep analysis of the Invesco Global Founders & Owners Fund, focusing on ownership-driven capital allocation and reinvestment as core drivers of…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
πŸ“¨ Weekly Investment Newsletter – NΒΊ12
Red Sea disruption, Hormuz risk and refinery attacks tighten oil supply chains; Dubai/Oman crude signals more stress than Brent.
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
Market Research UK
UK Small Cap Stocks. We screened 50+ UK small cap stocks, breaking down key risks, discarded ideas and 3 high-conviction investment opportunities across…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
Valentum FI
Valentum FI deep dive: how a value + momentum strategy consistently outperforms the market and generates long-term alpha in European equities
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
πŸ“¨ Weekly Investment Newsletter – NΒΊ11
Middle East Tensions, Oil Scenarios and Private Equity Volatility: What Markets Are Watching Now
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
Investing in Frontier Markets | Magna New Frontiers Fund
Investing in Frontier Markets with Dominic Bokor-Ingram
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
Kopernik Global All-Cap Equity Fund
Analysis of the fund Kopernik Global All-Cap Equity Fund. Kopernik is known for its independent thinking and contrarian approach to global markets. The…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
πŸ“¨ Weekly Investment Newsletter – NΒΊ10
A weekly newsletter covering markets and investing. We analyse the stock market, including investment opportunities, company analysis and investment…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
Polar Capital Global Insurance Fund
Analysis of the Polar Capital Global Insurance Fund. A pure global insurance equity strategy focused on property and casualty insurers, reinsurance…
Β β€’Β πŒπ€π†ππŽ πˆππ•π„π’π“πŒπ„ππ“π’ RESEARCH
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