EN Luxembourg
  • AUM $2.1 billion
    (30 June 2019)
  • Inception Date 1984
  • 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 five-year 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

  • Smaller companies tend to outperform larger companies over the long term
  • Smaller companies tend to have higher visibility than larger companies
  • Smaller companies' universe tends to be larger, with diverse and idiosyncratic opportunities

Portfolio Managers

 Nicholas Williams

Nicholas Williams

 Colin Riddles

Colin Riddles

 Rosie Simmonds, CFA

Rosie Simmonds, CFA

See all viewpoints
X

We use cookies on our website to provide you with the best experience. By proceeding to our site you agree to our Cookies Notice and our site Terms and Conditions.