Dundas Global Investors

💌 Last chance to register - I'm not in love, it's just a silly phase I'm going through [live webinar] The market has been captivated by large-cap global equities, especially mega-cap tech, for the past 15 years. But is this just a fleeting phase driven by inflated valuations? In this webinar, Neil Sutherland, Partner, will challenge the narrative that we are simply entering a new investment paradigm, demonstrating that each decade over the last 50 years has presented significantly different return profiles. 📅 Date & time: Wednesday, 11 December 2024 at 10 AM - 10:45 AM (GMT). To register 👉 https://lnkd.in/ebWUxFnk For more information, see below:

📽️ Recent purchases - ResMed [video] In this video, David Keir CA CFA and James Curry, Partners at Dundas, unpack the process that led to the addition of ResMed to our global portfolio. ℹ️ ResMed is a global leader in the design, manufacturing, and distribution of medical devices for the treatment of sleep-disordered breathing (SDB) and other respiratory disorders, such as sleep apnea. Watch the full video to discover the growth drivers of the business, notable changes in its growth profile over the years and how two key developments impacted ResMed. For UK Professional Investors only. #resmed #globalportfolio #InvestingWithYou

🎉 We are delighted to celebrate 10 years as signatories to the UN Principles for Responsible Investment!   The PRI is the world’s leading proponent of responsible investment. As signatories, we are committed to adopting and implementing its principles, advancing good governance, integrity and accountability, and addressing any challenges within market practices, structures and regulation that hinder a sustainable financial system. 📅 Since 2014, we have consistently worked toward responsible investing best practices, and we are proud to see our scorecard improve year after year, including in our 2024 submission.   👉 Find our 2024 PRI full transparency report below. https://lnkd.in/egaUE6GT #PRI #Stewardship #InvestingWithYou

💡 Yesterday, Vanessa Murchison, Partner, attended the inaugural Scottish Investment Conference, hosted by The Investment Association in Edinburgh. This flagship event marked a departure from previous IA Briefings held in Scotland, offering a full-day program featuring keynotes, fireside chats, panels, and ample networking opportunities, including a keynote address by Kate Forbes MSP, Deputy First Minister of Scotland. ➡️ The conference focused on ways to enhance productive investment both within and into Scotland, with an emphasis on the role of the investment management industry in driving sustainable economic growth in Scotland and the wider UK. With a packed agenda, the event covered a range of topics, including overcoming investment barriers, opportunities in green infrastructure, and Scotland’s role in fostering global innovation. ✨ A big thank you to IA and all the participants for a fantastic day. #IAScottishInvestmentConference2024

📣 In case you missed it Last week, Gavin Harvie, CFA, Partner and co-manager of the Heriot Global Smaller Companies Fund, hosted the webinar 'why global small caps NOW?' In the webinar, Gavin covered: ‣ why smaller companies and why now? ‣ why not all small caps strategies are the same? ‣ tomorrow's world ‣ sectors and stock positioning If you missed the webinar, or want to watch it again, go to our website ⤵️ https://lnkd.in/e5sDzf64 For UK professional investors only. #SmallCaps #Webinar #InvestingWithYou

🎦 Recent purchases - Straumann Join James Curry and David Keir CA CFA as they share insights on a recent addition to our global portfolios, Straumann, a Swiss business that focuses on implant, restorative and regenerative dentistry, as well as related technologies.   💡 In this clip, James and David discuss: why Straumann? why now? and where did the idea come from? To discover more, from Straumann’s long term growth drivers to its financial model, watch the full interview. To access the FULL interview, go to our website ⤵️ https://lnkd.in/euNvyuUE

🎦 Recent purchases - Straumann Join James Curry and David Keir CA CFA as they share insights on a recent addition to our global portfolios, Straumann, a Swiss business that focuses on implant, restorative and regenerative dentistry, as well as related technologies.   💡 In this clip, James and David discuss: why Straumann? why now? and where did the idea come from? To discover more, from Straumann’s long term growth drivers to its financial model, watch the full interview. To access the FULL interview, go to our website ⤵️ https://lnkd.in/euNvyuUE

📽️ In case you missed it In a recent interview, Andrew Brown, CFA and Gavin Harvie, CFA discussed the Australian savings platform, Netwealth. 💡 Supported by regulation and benefiting from a low cost, straightforward, digitally-enabled platform, Netwealth is challenging the conventions of Australia’s financial services and showing strong organic growth in a market that is still mostly served by traditional banking channels. To watch the FULL interview, go to our website ⤵️ https://lnkd.in/gEhpCkpR

📅 Upcoming online events 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 - Why global small caps NOW? For years, global small caps have largely been overshadowed by mega cap stocks. For many investors, this may seem like 'business as usual'. However, there are two key factors—falling interest rates and compelling valuations—that could act as catalysts for smaller companies to rally globally. Join us in two weeks, as Gavin Harvie, CFA, Partner, discusses the fundamentals driving companies, current market positioning, and unique nuances to small caps. 𝐀𝐠𝐞𝐧𝐝𝐚: ① Why global small caps NOW? ② Not all small cap strategies are the same ③Tomorrow's world ④ Sector and stock positioning ⑤ Q&A 𝐃𝐞𝐭𝐚𝐢𝐥𝐬: 📅 Tuesday, 12 November 2024 ⏳ 2 pm - 2:45 pm 📍 Zoom To register: https://lnkd.in/eZ7Aibwa 📣 You can register too all upcoming events here: https://lnkd.in/e_xu97Ap Only for UK Professional Investors. #Webinar #SmallCap #Global #InvestingWithYou

📽️ Network Effects in Smaller Companies - Netwealth What global small-cap companies in our portfolio are leveraging network effects to gain competitive advantages?   🚀 In this interview, Gavin Harvie, CFA and Andrew Brown, CFA share insights on Netwealth, an Australian savings platform that is reshaping traditional finance with its tech-forward, user-friendly low-cost model.   With its operational synergies, network-driven model and support from Australia’s superannuation system, Netwealth is well-positioned for steady organic growth and long-term compounding potential—while still paying dividends. 🌱 What other small-cap companies do you think are positioned for strong growth through network effects? For more information, watch the video ⤵️ #InvestmentInsights #NetworkEffects #SmallCaps #InvestingWithYou