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A global equity strategy powered by capital cycle analysis

Recent Insights

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Video

Asian Investing Summit - MOI Global

Omar Malik presenting on Hikari Tsushin

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Podcast

Money of Mine

How Capital Cycles Create 100 Baggers In Plain Sight

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Quarterly Report

Q1 2026 - Quarterly Report Commentary

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Hosking Post

First Impressions: Q&A with Michael Godfrey

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