Focused on the aim of creating high conviction, concentrated portfolios that exhibit momentum with a small cap tilt. Focus on:

- Business Model Sustainability

- Financial Soundness

- Quality of Management

Fundamental research ensures that we only invest in companies underpinned by sound and sustainable business models that exhibit promising long-term growth prospects.

We look for sustainable revenue and profit growth, positive free cash flow and strong balance sheets. These must be coupled with a strong competitive advantage and competent management teams.