Our Process
01

Stock Screening

  • Identify structural theme & companies that will benefit.
  • Meeting(s) with management and analysts
  • Analysis of investment criteria
    • Thematic, Business Model, Management, Financials & Valuation
02

Security Selection

  • Fundamental bottom up analysis
  • Follow up meeting(s) with management and analysts
  • Further analysis of investment criteria
03

Portfolio Construction

  • Portfolio weighted according to:
    • Valuation
    • Sectoral weightings and exposure to thematic
    • Rating
    • Upside potential
    • Risk / return
    • Mandate requirements
04

Selling Discipline

  • Valuation target met
  • Change in investment fundamentals or risk / return proposition
  • Portfolio parameters breached

We invest in good businesses run by great people

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