A concentrated portfolio that invests in companies across businesses which are at different stages of their business lifecycle capable of delivering sustainable, market-leading growth and are at a reasonable price
1) Mid Cap portfolio of high growth emerging businesses that are existing/potential leaders in their field of operations.
2) Benchmark agnostic concentrated portfolio of our top 15 – 25 ideas.
3) Investments are made with a 3 year plus Buy & Hold view.
4) Bottom-up stock picking resulting in a Unique & Differentiated Portfolio.