The strategy invests in quality, sustainable smaller companies, from the bottom third (by total market capitalisation) of all publicly listed stocks in Europe, including the UK.
We invest for the long-term, buying companies from our deeply-researched watch-list where short-term issues have created clear valuation opportunities.
These companies have business models that are well-protected from competition, and an element of change helping to drive their value.
This means our approach provides the long-term growth in returns that quality businesses can deliver, as well as the potential share price boost once those short-term issues have been resolved.
Sustainability considerations, including Environmental, Social and Governance (ESG) factors, are fully integrated into the investment process.