Perspectives

Logbooks

Our 2Xideas Logbooks report on what we have learned in the course of our journeys through the global investment universe. What we take away from discussions with management teams and industry experts informs how we manage our investments and helps us build and maintain lasting relationships within industries.

Podcasts

Our Video Podcasts feature conversations with fundamental analysts and other members of the 2Xideas team. Covering a wide range of topics - from investment philosophy and company insights to industry trends and portfolio strategy - they offer a closer look at how we think, research, and operate.