EN Spain
  • AUM $40 million
    (30 June 2020)
  • Inception Date 2016
  • Vehicles Available
    • UCITS
    • Separate Account

Investment Philosophy

  • We are active managers who aim to capitalize on opportunities that arise when securities are mispriced.
  • We identify investment opportunities through a differentiated and innovative investment process where fundamental, bottom-up analysis is key.
  • We favor unrecognized growth companies with well-established or improving business franchises, balance sheets and management.
  • Our proprietary research process integrates macro and dynamic Environmental, Social and Governance (ESG) perspectives in company analysis and valuations.
  • Our long-term research horizon allows our deep pool of investment professionals to take a strategic view on a company’s growth outlook.
  • Our experienced team of portfolio managers builds high conviction portfolios, tailored to client specifications targeting superior risk-adjusted returns over the long term where stock selection is the main driver of returns.

Our Value Add

  • A concentrated, active portfolio constructed to maintain yield, conviction and suitable diversification.
  • A long-term investment approach focused on total return, with no formal sector or regional constraints.
  • Companies for the portfolio must be attractively valued, with long-term growth potential, and stand up to rigorous scenario analysis.
  • Diversification of income and capital returns, and diversification across company revenue growth drivers.

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