Our Investment Approach

Portfolios are constructed with a clear focus on core investment fundamentals including profitability, cash generation and balance sheet strength. This is a bottom up, stock picking approach which does not look to track the benchmark indices. We aim to back companies with the ability to grow organically and become significantly larger businesses during our extended period of investment.

This approach consistently unearths opportunities in the Small and Mid-Cap universe, where growth levels are more attractive, valuation anomalies exist and engagement with senior management is high.

This is a generalist approach, however, our discipline and focus on quality means more speculative, higher risk areas of the market are consistently avoided. This disciplined approach has delivered excellent long term returns for investors across our range of differentiated equity strategies.