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If newspapers were published once every 50 years, what would they lead with? Progress would surely trump turmoil. That thought experiment inspired this US Equity Growth Team anthology, exploring what matters most to optimistic, long-term investors.

Three forces reshaping American business - and what they mean for growth investors: fragmentation, intelligence and culture.

US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.

Fragmenting systems, cultural change

When systems fragment: entropy, cultural change and the next great US companies

Why avoiding US growth stocks is perilous: AI infrastructure, asymmetric returns and the paradigm shift.

Why avoiding US growth stocks is perilous: AI infrastructure investment, asymmetric returns, and the paradigm shift explained.

The world is about to get ‘weird’

What happens to great company cultures in the age of AI, where knowledge can be compressed, and decisions are pushed toward algorithms?

What happens to great company cultures in the age of AI? Does it become irrelevant – a luxury in a world of automated execution? Read to find out.

Yarak – company culture in the age of AI

Yarak: culture in the age of AI

Growth and change: fresh perspectives on change in motion and what it means for companies seeking to build enduring advantage.

Being open-minded to what rapid changes brought on by AI could mean for growth stocks.

What the rise of ChatGPT and other artificial intelligence advances could mean for growth investing.

The AI paradigm shift and growth stocks

The long view: why the AI paradigm shift matters to growth investors

How can we spot large growth opportunities at the stage when others dismiss them as fads?

How can we spot investable large growth opportunities at the stage when others dismiss them as fads?

Niches, anomalies, and things to come

The long view: using unorthodox signals to spot the next big thing

Why the study of gene fitness can help us spot ambitious growth companies with huge potential.

How a tool used to model gene fitness can help investors spot long-term growth opportunities.

Using genetic biology to invest in growth

The long view: investment lessons from evolutionary biology

Creation and improvement: a starting point for curious, long-term investors exploring possibilities, connectivity, and the engines of progress.

The hunt for companies with foundational technologies on which wider industries can be built.

Investment manager Kirsty Gibson describes the hunt for companies with foundational technologies on which wider industries can be built.

Open minds

The long view: open minds

Why the internet and cloud computing are set to supercharge the power of human creativity.

Investment manager Dave Bujnowski explains why the internet and cloud computing are set to supercharge the power of human creativity.

Hyper-connected networks

The long view: hyper-connected networks

Why the pace of invention should continue to speed up.

Investment manager Gary Robinson explains why the pace of invention should continue to speed up.

The Long View

Volume 3

Fragmenting systems, cultural change

The world is about to get ‘weird’

Yarak: culture in the age of AI

Volume 2

The AI paradigm shift

Niches, anomalies, and things to come

Lessons from evolutionary biology

Volume 1

Open minds

Hyper-connected networks

Infinite progress