Investment Process

Our investment process combines uncommon investment ideas with rigorous systematic analysis. In particular, our equity research process blends the use of proprietary frameworks, detailed financial modelling and thorough risk analysis with an owner-operator's instinct for a company's key profit growth drivers.

Various screens and frameworks are used to identify those stocks with the characteristics of winning investments, before being considered for selection. Our analysts’ recommendations are always supported by a forecast ‘flight path’ spelling out the external conditions, likely triggers and expected evolution of each stock’s share price The resultant portfolio is then optimised to ensure we have our largest concentrations in our highest conviction stocks whilst minimising exposure to undesired factors through the use of intelligent risk wrappers.

Explore our Investment Process by clicking on the relevant area in the diagram below.