We seek to identify stocks for investment from the global stock universe.
The foundations of our investment process are:
- Idea generation – theme/trends and key stocks
- By identifying underappreciated themes and trends that offer sustainable growth, we can identify opportunities in which to invest with a sound tailwind.
- For instance, innovation around new technologies is opening up new growth opportunities and upending existing industries. We aim to identify the potential winners from these structural changes and avoid the potential losers.
- Idea assessment – qualitative and quantitative stock assessment
- Application of our fundamental analysis process seeks to determine the opportunity for a company and whether it can be sustained over an extended period.
