Insights & videos - C WorldWide Asset Management

Insights & videos

27 February 2024

Average thinking does not create winners

You cannot expect the average fund to outperform the market, just like you cannot expect the average football club to do better than average.

Read White Paper

10 July 2020

Fragmenting supply chains & the rise of robots

Global supply chains are fracturing and critical industries like electronics and healthcare will be centered in the future around two distinct US and China centric supply systems.

Read White Paper

11 June 2020

The anatomy of a compounder

The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.

Read White Paper

3 April 2020

Sustainable investments

All through the years, we have targeted our investments in companies with sustainable business models, strong management teams and sound and responsible business ethics. This creates the optimum basis for generating attractive long-term returns.

Read White Paper

1 April 2020

Longer-term thematic consequences of COVID-19

The impact could be short-lived and modest or extended and more serious. But COVID-19 is already challenging perceptions of what a normal course of action is.

Read White Paper