As fundamental, bottom-up investors our curiosity helps us to unearth companies that have been undervalued by the market, which we believe hold future value.
The strategy aims to outperform over the economic cycle.
Our investment approach is designed to be dynamic and versatile to reflect major investment trends.
Our fundamental research focuses on three key elements:
- Sustainable franchises with a competitive edge
- Quality management with an alignment of interest
- Strong balance sheets supporting innovation and investment
