Dassault Systèmes (DASTY) primarily operates in oligopolistic niches, where it maintains what we view as a strong competitive position driven by high switching costs and distinguishes itself from ...

Pharmaceutical companies face a common challenge with their mature portfolios: how do they sustain and maintain those products while shifting their resources and expertise to the development pipeline?

In 2023, when Microsoft and OpenAI's partnership made headlines, it wasn't just about the estimated $10 billion investment—it was about the strategic alignment of intellectual property that could ...

Half of all business-to-business (B2B) businesses fail after five years and few successfully scale. The industry may blame product-market fit, but the uncomfortable truth is often simpler: The best ...

Getting product and marketing teams on the same page is critical for a company's success. When they're not aligned, things can get messy: People misunderstand each other, resources get wasted, ...

We added new positions in Coca-Cola Europacific Partners (CCEP), Contemporary Amperex Technology (CTATF) and WEC Energy (WEC). We see CCEP as an important element of the Coke ecosystem, connecting the ...