Combination of fundamental analysis with entrepreneurial tilt
Employing a strategic approach, we meticulously search for specific catalysts to propel share prices upwards, guided by a common-sense perspective. With a deliberate deviation from traditional core holdings, our focus lies solely on vehicles poised to yield returns. We adhere to a disciplined selling strategy, parting with holdings as they approach fair value or when superior opportunities arise.
Our investment philosophy is rooted in thorough bottom-up stock picking, devoid of geographical or sectoral constraints, and devoid of any dogmatic style biases.
Our commitment to conviction is evident, with over 90% of our fund invested in companies outside the MSCI world index, reflecting our unwavering confidence in unique opportunities. Adopting a private equity lens, we scrutinize companies with precision, fostering strategic investments in entities such as BT Group, Shell, CNP Assurances, Vodafone, Western Digital, and Liberty Media, among others, enhancing our portfolio's potential for growth and value creation.
