GuardCap - Guardian Capital
Long-term thinking, hallmark of our approach
Looking back at the last of these reviews, three months old, instead of finding something relevant, it all seems like old hat. Three months ago, we had become used to politics as reality TV, policies pulled from the dustbin of history and waking up every morning with a groan as the news unspooled. Still true, but somehow the noise level has risen, perhaps to compensate for the familiarity with chaos.
Read more about Reflections & Insights – Q3 2025The structural case for investing in emerging markets remains clear to us.
2018 was a reminder that what we are trying to achieve is not easy.
2017 was the first full calendar year for the UCITS version of our emerging markets equity strategy.
