Investment Approach

Our Philosophy

All the companies in which we invest will exhibit a balance of four characteristics which together drive future share price outperformance. Each characteristic is of equal importance. The four criteria we use to select stocks were not arrived at by data mining or by randomly testing thousands of factors; they are simply a codification of what we believe - based on our many years’ experience of equity investing - drives stock prices.  

Scroll over the diagram below for details. Follow the link below to see our three stage investment process. You can also download a detailed description of our investment process by registering for more information by visiting the Library.

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Our Process