• January 2026 Company Updates

    This month we’re outlining the roadmap for some stocks in our portfolio to provide a big-picture view of what to expect from the firms this year.

  • Update: Tesco

    The strong festive performance lagged market expectations and we see limited scope for near-term price rises.

  • January 2026 Company Updates

    In addition to our earnings updates and analysis, we’re covering key 2026 business developments for our portfolio companies this month.

  • Company Update December 2025

    One of our recent recs has outperformed our benchmark by 70% since August. Read about it and other picks in this month’s updates.

  • Update: TT Electronics

    TT Electronics’ biggest shareholder is to vote against its takeover.

  • December 2025 Company Updates

    Siemens Energy has been one of the standout performers on our scorecard. See its latest figures and those of five more of our recs.