INVESTMENT PHILOSOPHY
We seek to outperform through stock selection and downside protection by looking for durable, scalable business models, led by capable management teams where a clear investment thesis can be articulated.
The portfolio management team builds on the strengths of the Small-Cap Growth Strategy to capture the compounded return beyond the small-cap range.
MAIN AIMS
Business Models
We seek business models with capable management teams, that have the potential to sustain high rates of growth.
Research Capabilities
Driven by a highly experienced team, our Mid-Cap Growth process and philosophy builds upon the solid foundations of our Small-Cap Growth strategy, an attractive track record and similar characteristics.
Research Process
We seek to invest in companies that display strong compounders in the “3G”s – durable Growth, sound Governance and a scalable Go-To-Market strategy.
Portfolio Construction
We believe that harnessing the power of compounding may help us achieve attractive risk-adjusted returns over the long-term. The position weightings reflect a balance of long-term opportunity vs. short-term risk.
