Third Quarter Review 2022
Drum Hill considers the recent volatility in equity and fixed income markets, and the opportunity it may present.
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Global Challenges Revisited: Understanding the Realities of an Uncertain World
Drum Hill Capital explores a new set of Global Challenges, and considers some of the businesses and industries that may offer solutions.
Half-Year Review 2022
Drum Hill Capital offers its take on the tumultuous start to the year, and its views on what may lie ahead.
Focused European Equity Strategy Commentary: March 2022
With the conflict in Ukraine dominating headlines, we consider the long-term implications for investors in European markets.
Focused European Equity Strategy H2 2021 Commentary
At the third anniversary since inception, an update on our Focused European Equity strategy.
Year End Review and Outlook 2022
Our take on the past year, and how we intend to navigate markets in 2022.
Half-Year Review 2021
As we pass the halfway mark of 2021, Drum Hill Capital offers its views on the economy and markets going forward.
Year End Review and Outlook 2021
With so much ink having already been spilled on the horrible year that was 2020, we see little reason to review the past year in any...
Growth vs. Value, Revisited
In June of 2019, we put together a brief presentation titled, "How We Look at Growth vs. Value: A Long-Term Perspective”. In it, we...
Second Quarter 2020 Review
With the first half of a tumultuous year behind us, Drum Hill Capital reflects on the outlook for global growth and markets going forward.
First Quarter 2020 Review
Drum Hill Capital offers its take on the volatile start to 2020, and discusses its positioning for the uncertain path ahead.
Year End Review and Outlook 2020
As 2019 began, many investors found themselves reeling from December’s intense market rout, which capped off the worst year for U.S....
Antwerp: A Wind-powered Port City
A recent visit to Antwerp sparked some initial thoughts on renewable energy and other "global challenges".
Mobility and Mass Transit: Takeaways from Our Meeting with Nobina AB
Recently, we had the opportunity to meet with the management team of Nobina AB, the Nordic region’s largest and most experienced public tran
Denmark: A Model for Mobile Payments?
For years now, it’s seemed as though the “age of mobile payments” has always been just around the corner. Apple Pay launched in 2014,...
Drum Hill Capital Investing City Podcast
Zach Olson, our Director of Investment Research, was recently interviewed on the Investing City Podcast. Investing City started its...
Half Year 2019 Review
As the year began, most investors found themselves still shaken by the dramatic market rout that had occurred in the final quarter of...
Year End Review and Outlook 2019
A Year to Re-position... As this year drew to a close, we found ourselves in the midst of a fairly significant market decline. This...
Colombia: Growth and Diversification in Latin America
Over the past year, I’ve had the opportunity to visit several cities in Latin America, as I seek to learn more about the region. My most...
Half Year 2018 Review
Shifting Views… Looking back on the past six months, one of the more striking shifts we have encountered is an increased willingness on...