Effective Investment Philosophy
Within our industry and sector focused research framework, we seek to identify companies whose share prices do not fully reflect either their position as industry winners, or their potential to become significantly stronger players within their field of operation. We seek companies representing the best investment opportunity in a given sector, and do not invest in less attractive companies just to obtain exposure to a particular country. In addition, we seek opportunities to invest in companies which are the subject of advantageous external dynamics, which may arise from developments in the economy, society, innovation, from within the industry itself or from the way which investors value companies.

Disciplined Investment Process
Idea generation requires creativity; portfolio construction needs discipline, and the effort to constantly improve demands realism. These are best achieved by the combined efforts of a close knit team which shares a common outlook, while leveraging a variety of skills and accepting individual responsibility. We depend upon talented people working in an informal environment whose interests and rewards are aligned with our clients' goals.

Efficiency Provides a Flexible Structure
Our investment technique combines fundamental analysis and stock screening. Our analysis assesses the key dynamics operating upon the world's economies and industries, including both cyclical and secular trends which we believe will shape an industry's competitive landscape and determine the criteria for success for individual companies. We combine this assessment with a screening process which allows us to efficiently analyze the broad universe of stocks for potentially rewarding ideas.  Finally, we apply this approach in building client portfolios in a variety of geographic concentrations, including global as well as other ex-U.S. mandates.

 

Investment Products and Services are: