Journals Archives - Cerno Capital - Investment Management

Cerno Global Leaders: what makes a good company great?

03/10/2024

By James Spence

Semiconductors: the bigger story

13/08/2024

By Michael Flitton

Global Leaders portfolio: SONY added and Aptiv divested

07/08/2024

By James Spence

Navigating value and growth in multi-asset

24/06/2024

By Fergus Shaw

The US energy advantage

18/06/2024

By Michael Flitton

Checking the engine room – global corporate earnings

12/06/2024

By Ion Sioras

AI and the Cerno Capital Global Leaders Fund

10/04/2024

By Fay Ren

Bank of Japan policy shifts and their likely effects

18/03/2024

By Ion Sioras

The quest for a future internet

14/03/2024

By James Chenevix-Trench

The Magnificent 7….and then there were 4

08/03/2024

By James Spence

Anti-obesity drugs: risks, opportunities and possible long-term impacts on listed companies

18/01/2024

By Oscar Mackereth

Investment Stewardship in Action – 2023 review of main actions

18/01/2024

By Oscar Mackereth

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Journals

Cerno Global Leaders: what makes a good company great?

Semiconductors: the bigger story

Global Leaders portfolio: SONY added and Aptiv divested

Navigating value and growth in multi-asset

The US energy advantage

Checking the engine room – global corporate earnings

AI and the Cerno Capital Global Leaders Fund

Bank of Japan policy shifts and their likely effects

The quest for a future internet

The Magnificent 7….and then there were 4

Anti-obesity drugs: risks, opportunities and possible long-term impacts on listed companies

Investment Stewardship in Action – 2023 review of main actions

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Journals

CERNO CAPITAL PARTNERS LLP

34 Sackville Street, Mayfair, London, W1S 3ED +44 (0) 20 7036 4110 [email protected]

Disclaimer | Privacy & Cookies MIFIDPRU Public Disclosure | Order Execution Policy | GDPR | Financial Ombudsman Service | Shareholder Rights Directive Cerno Capital Partners LLP is Authorised & regulated by the Financial Conduct Authority

EXPLORE

FOLLOW

34 Sackville Street, Mayfair, London, W1S 3ED
+44 (0) 20 7036 4110
[email protected]

Disclaimer | Privacy & Cookies
MIFIDPRU Public Disclosure | Order Execution Policy | GDPR | Financial Ombudsman Service | Shareholder Rights Directive
Cerno Capital Partners LLP is Authorised & regulated by the Financial Conduct Authority