Global horizon equity

We seek out investment opportunities from around the world with little regard for the benchmark. Our focus on the supply side of industries, or capital cycle, highlights areas where there are likely to be companies whose share price is trading at a fraction of its intrinsic value. Superior alignment of interests runs throughout this strategy. We not only aim to align ourselves with our end clients by having a fee structure which shares performance risk, but also an investment approach which emphasises whether investee company management are incentivised to be effective capital allocators.

Global horizon equity

Louise Keeling
Louise Keeling
Miki Sugimoto
Miki Sugimoto
Karolina Milewska
Karolina Milewska
Benjamin Hall
Benjamin Hall