Why Heriot Now?

March 2, 2026
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David Keir, Investment Manager, explores what’s been driving markets, why the Heriot Global Fund has looked different recently, and why we believe this is an increasingly attractive moment for long-term investors.

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Dundas Global Investors is the operating name for Dundas Partners LLP, registered in Scotland, Company No.SO304023. Registered address: 41 Northumberland Street, Edinburgh EH3 6JA.
Telephone: +44 131 556 2627.  Authorised and regulated by the UK Financial Conduct Authority, the Australian Securities and Investment Commission in Australia, and registered as an Investment Adviser with the US Securities and Exchange Commission.  © Dundas Partners LLP. All rights reserved.

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