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Roku: Building enviable scale as a valued streaming aggregator   One of the leading tech trends in recent time has been the rise of video and audio...

Our ultimate aim with the Global Growth Portfolio is to maximise absolute return through investment in high conviction US-listed equities. One of the keys to...

Google: One conglomerate that isn’t in search of an answer   Few companies have a place in our daily ritual as much as that of global tech...

Microsoft: An agile software behemoth.   One of the most instantly recognisable brands in the world, Microsoft (MSFT) has enjoyed a long history of innovation as the...

Zillow Group: Economising the world of real estate data   Formed in 2006, Zillow Group (Z) is a US digital real estate database that has seen significant...

The Walt Disney Company: A modern-day stock market fairy tale. After nearly one hundred years, Walt Disney has become synonymous with media and entertainment. It’s a...

Atlassian and ServiceNow: Unrolling the modern-day SaaS cloud ecosystem If you were looking for two standout IT stocks across the last five years, Atlassian (TEAM) and...

Adobe Inc: The original Nasdaq growth stock Almost forty years ago, Adobe Inc. started as a computer programming language developer. In subsequent years, the company shifted...