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
• Mid Cap portfolio of high growth emerging businesses that are existing/potential leaders in their field of operations.
• Benchmark agnostic concentrated portfolio of our top 15 – 25 ideas.
• Investments are made with a 3 year plus Buy & Hold view.
• Bottom-up stock picking resulting in a Unique & Differentiated Portfolio.
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