Claire Shaw Claire Shaw

16 years of experience
European Mid & Small Cap Equities Expert

Uncovering the pioneering firms leading the fight against cancer

Pioneering developments in oncology deliver in both areas: progress in fighting the second leading cause of death globally and access to leading-ed [...]

Swimming against the current: the long term attractiveness of fish farming

Over the last decade, the Norwegian aquaculture industry has enjoyed significant growth, with total industry revenues growing by more than 300%. Th [...]

Healthcare offers compelling contrarian value in a stretched market

Warren Buffett once warned: "You pay a very high price in the stock market for a cheery consensus." This market adage underscores the dilemma facin [...]

Daring to be different

An interesting way of creating a unique product is to zig where everyone else zags. Apple did this by bringing out the white iPod when most devices [...]

Dispelling the myths of small & mid cap investing

Many European equity investors are drawn to large caps because of tradition and visibility, but often dissuaded from looking further down the cap s [...]

Hidden gems – digging for unique plays in the diamond industry

Lucara Diamond Corp recently discovered the world's second-largest gemstone in history - the 1,109carat Lesedi La Rona and has just announced its s [...]