We are conviction investors.
Our style is pragmatic, and we believe that different factors (fundamentals, technicals and valuations) vary in influence at different times. We adapt to changing conditions and aim to exploit opportunities throughout the economic cycle.
We focus our research on stock selection and idea generation rather than blanket research coverage.
We evaluate stocks using analysis of fundamentals, valuations and technicals, with a focus on identifying changes that drive stock prices. Our fundamental research combines top-down macroeconomic analysis with bottom-up research into companies and their industry sectors.
Teamwork is vital to our approach.
We encourage our people to debate and challenge each other’s thinking, paving the way for more-rounded decision making. Our experienced and stable equity team delivers input from many sources and views from different perspectives. Decisions, once made, are not only fully informed, but carried out with conviction.
Client focus
We are committed to providing exceptional service to clients, nurturing long term relationships and delivering measurable, commercial benefits to their businesses. We focus on exclusive advisory roles, actively avoiding client conflicts.
Integrity
Integrity is at the heart of our business and key to our future success. We demand integrity from each of our employees and clients. We demand the highest ethical standards.
Capital providers
We have an international network of strong relationships within the venture capital and private equity community across the sectors we cover, which underpins the capital raising services we provide. We also provide advice to such financial institutions looking to exit businesses within their portfolios.
Private companies
We provide end-to-end solutions to help growth-oriented companies on key early-stage company issues, and prepare for liquidity events as well as more established private companies looking to benefit from a trade sale.