Finding untapped opportunities. To identify the highest return potential the team pursues an idea-focussed rather than an index-driven approach. Top-down macro research helps to inform the growth drivers and trends in a country or sector, providing the investible universe which can reveal opportunities not broadly followed.
Primary analysis. Key to the approach is identifying opportunities away from the herd. Rather than defining the strategies by geographic allocations, the team concentrates research on companies exhibiting strong growth characteristics at reasonable valuations with good liquidity.
High conviction approach results in concentrated portfolios. With exposure to a range of differentiated ideas, the team’s extensive experience has been developed across most market cycles, often as pioneer investors in markets before inclusion in any indices. Its high conviction approach results in concentrated portfolios positioned for a range of possible medium to long-term outcomes.