portfolio spotlight
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CDR Updates from Carbon Drawdown Initiative
Our mission is to speed up negative emissions. We are learning how CDR works. Subscribe to follow our story!
No Deep Dives
Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes. "Never sell" is overrated.
The Perch
A publication for investors tracking portfolio companies, shifts across key industries, and insights from the partnership.
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