Ted Franks

Tesla; our view – August Monthly


We currently hold 59 stocks in the WHEB Sustainability strategy. But when we meet existing or potential investors, the stock that most often comes up is one we don’t own. That stock is Tesla, the revolutionary American maker of electric cars.

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Libby Stanley

The future of healthcare


Health is one of the two largest themes that the FP WHEB Sustainability Fund invests in. We currently have nearly 23% of the fund invested in healthcare companies and structurally the fund is Read more …

Ted Franks

The heatwave and climate change; how do we adapt? – July Monthly


Weather news in the era of climate change has become somewhat boring. It’s a relentless procession of new record high global temperatures. And as a result, a noisy accompaniment of other records. Heaviest rainfall, strongest winds, largest storms… the list goes on.

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Ted Franks

Trump and the trade war – June Monthly


In the depths of February two of us went on a research trip to a logistics trade fair. One of the presenters held up a small pineapple from the Caribbean. He marvelled that it was available on UK supermarket shelves for £1. The cost just for sending it as an individual item, he said, would have been over £5.

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Ted Franks

Tivity Health; new portfolio holding – May Monthly


We expanded our Wellbeing theme this month with an investment in Tivity Health.

Tivity is an American company with a profound positive impact. It provides fitness programs for the individuals covered by its insurance company customers. It designs good courses and encourages the individuals to stick with them. This has a measurably positive impact on their health.

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Ted Franks

China Longyuan; the story so far – April Monthly


When a smaller holding is our top monthly performer, there is often more than one story to tell. In April, China Longyuan achieved this distinction. And sure enough, there are lots of factors to its rise.

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Ted Franks

Smurfit Kappa and the war on plastic – March Monthly


It is nearing five years since we opened our investment in Smurfit Kappa. Listed in Dublin (and now also London), it is one of the world’s leading packaging companies. The 46,000 Smurfit Kappa employees produce 34,000 cardboard boxes every minute.

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