Sterling IM

Why Invest?

We focus on undiscovered gems that are below the radar of larger institutional funds; smaller companies are often undervalued and offer greater upside potential.

We believe business is about people. Every year, we meet hundreds of management teams to understand their ethos and motivation. We invest in people we trust and admire.

While the market is focused on short-term performance and news-flow, we are patient and invest with an ownership mindset. This, we believe, is a meaningful advantage.

Why Investors Choose Our Fund

A

Access. Business is about people. We meet hundreds of companies every year and also undertake site visits. We invest in businesses led by people we trust and admire.

B

Business. Our portfolio is a fine collection of growing businesses that serve a niche market, are building a lasting franchise or have hidden value.

C

Convenience. The Fund offers investors the convenience of one single diversified holding. The Unit Trust structure allows us to grow the Fund since all gains within the Fund are exempt from capital gains tax.

D

Different. We do not hug the index or invest in popular stocks. In fact, we deliberately focus on overlooked and unknown companies trading at attractive valuations.

E

Excellence. Demonstrated long term performance.

£1,000 invested in August 1963 would have been worth over £1 million in December 2019.

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Disclaimer

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