Radcom – listed on the Nasdaq (ticker RDCM)

RADCOM is a leading expert in cloud-native Network Intelligence for telecom operators transitioning to SDN/NFV (Software Design Networks/Network Functions Virtualization)....

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SolarEdge – listed on the Nasdaq (ticker SEDG)

In January 2018 we wrote about a company called SolarEdge. We described SolarEdge as having a significant technological advantage that,...

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Photocure – Cancer Diagnostics and Razor Blades

James McDonald, portfolio manager of the Pengana High Conviction Equities Fund discusses one of the Fund's largest holdings - a...

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Lumentum – Iphones and Laser Beams

James McDonald, portfolio manager of the Pengana High Conviction Equities Fund provides insight into his assessment of Lumentum as a...

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Why we’ve increased our investment in this industry leader

Cerved was founded in 1974 as a data processing centre, and has evolved and grown over the years by innovating...

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TomTom and the future of driver-less cars (AMS: TOM2)

After disposing of its truck fleet management business, TomTom is now an attractively valued pure play mapping data business, posing...

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This hosteller’s hub has a competitive advantage (LON: HSW)

Hostelworld was created to provide an affordable online global distribution channel for hostels and budget accommodation providers. The company is...

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The company shaking up the U.S. healthcare system (NYSE: CVS)

The American healthcare system is one of the world’s largest markets, nearly 18% of the U.S. GDP is spent on...

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A cancer detection solution leads to rapid sales growth (FRA: PHS)

Photocure (FRA: PHS), also known as The Bladder Cancer Company, develops products and services with the aim of improving the...

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