ABOUT US. WHAT WE DO

RESPONSIBLE PROFIT GENERATION FOR ALL STAKEHOLDERS

We are big believers that different strategies can be more beneficial in different economic and business cycles.
Being style-agnostic gives us the scope to cover broader ground and understand the changes taking place to identify the right non-consensus idea.
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STRATEGY

Based on strategic thinking, analytical insight and innovation, we create value through solutions that work.

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EXPERIENCE

Our core group of highly qualified and skilled investment managers have worked together for an extended period of time, offering years of shared experience.

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PERFORMANCE

We continuously refine our investment process to deliver superior risk-adjusted returns for our clients.

STRONG, COMMITTED TEAM

OUR PHILOSOPHY

“Stock markets are inherently inefficient; their composition and the drivers of risk and return within them change over time. But while some fund managers focus on exploiting one type of inefficiency, be it growth, value or some other factor, markets are inefficient in all these areas. Styles, which often serve as the foundation of investment philosophies, describe a specific market inefficiency that investors seek to exploit. As such, fund managers who align themselves to one style are denying their clients a wide range of opportunities to generate strong and consistent returns over time.”
Mikhail Zverev – Head: Global Equities – Aviva Investors

Business models have changed across an array of industries, meaning traditional fundamental metrics are outdated and no longer capture specific factors as they should. We research the companies in the industries holistically to understand it fully and to do that well we need to research a growth stock, a value stock, a quality stock, and a momentum stock – we need to research the whole value chain. Importantly, we need to be able to do this without prejudice.

This provides us access to a broader opportunity set for stock selection.

By being prepared to work across regional and sectoral silos – and even asset classes where appropriate – a research and idea generation advantage can be gleaned.

Approaching research this way, we not only understand the company itself but also its value chain, peers, customers, suppliers and most importantly the Environmental, Social and Governance values the companies operate by.