We take a "value" approach to investment in growing businesses. We assess the growth potential of a company and determine its "intrinsic value" by cash flow analysis (we have developed our own sophisticated, proprietary financial models and analytical tools). 

We look for exceptional, well-managed companies with dominant positions in growing niche markets.  We invest in companies that we can understand, are profitable and are likely to appreciate in value for a long time: a Warren Buffet approach brought to quoted European small companies.

We are long-term investors and seek to understand every aspect of the companies we invest in, especially the management team driving the business. We are conservative. The beta and the volatility of our portfolios is typically less than the overall market. 

We want to deliver consistent outperformance with a low risk investment approach in an asset class that has traditionally provided superior, attractive returns. Our portfolios rely on a rigorous stock selection process. We are long-term, bottom up investors – stock picking based on in depth fundamental analysis that we complete ourselves.  After all, we invest in our own funds.