A disciplined investment process
The team aim to invest in quality, growing companies where we believe the market price underestimates the magnitude and or/duration of future growth. Fundamental research is at the core of our investment discipline.
The team aim to access diversified sources of growth including:
- Companies displaying classic growth characteristics, where market fluctuations create opportunities to purchase strong companies at attractive prices;
- Elite growth companies hyper growth phase can often be priced incorrectly by the market; and
- Cyclical growth companies pricing anomalies occur when expected value exceeds market prices.