EN United States
  • AUM $4 million
    (June 30, 2019)
  • Inception Date 2013
  • 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

  • Access to frontier markets that can provide premium growth rates and opportunities for significant capital appreciation due to population growth and under-penetration of goods and services
  • Low correlation to developed and emerging markets highly inefficient, providing an opportunity for alpha generation
  • Investment process tailored for asset class by experienced team 

Portfolio Managers

 Michael Levy

Michael Levy

 Manoj Shroff

Manoj Shroff

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