While others may prefer to take a more speculative approach, our primary focus remains on constructing a resilient portfolio for our investors. We seek out ...
Factsheet Commentary
Companies, ESG
Are cheap bids stealing good British companies….and are Boards protecting shareholders?
It’s been over three years since Spire Healthcare spurned the advances of South Africa based Mediclinic (a 29.9 percent shareholder) but today it has succumbed ...
Factsheet Commentary
Factsheet Commentary : April 2021
As investors in our fund will know, we like to back our best ideas with conviction, so, this month, let’s explore our current top four ...
Factsheet Commentary
Factsheet Commentary : March 2021
Finally, a little light is starting to appear at the end of the tunnel, as the home nations begin their first, tentative, steps out of ...
Investment Approach
Focusing on smaller companies…because others are not
Investing differently does not guarantee success but investing like others guarantees mediocrity.If we want to achieve a different result, we must do what the crowd ...
Factsheet Commentary
Factsheet Commentary : February 2021
The more things change, the more they remain the same! Twenty five years ago, Alan Greenspan, then Chairman of the Federal Reserve, coined the phrase ...
Investment Approach
Avoid Dividend Traps
Dangers of being enticed by high dividend yields in the UK market For a while now, the UK market in aggregate has tended to pay ...
Factsheet Commentary
Factsheet Commentary : January 2021
Back in the UK, however, we still see value and it appears that overseas buyers agree with us. SWM recently announced a takeover of Scapa ...
Factsheet Commentary
Factsheet Commentary : December 2020
The curtain has finally been drawn on 2020 The curtain has finally been drawn on 2020; a year most people would rather forget. While the ...
Factsheet Commentary
Factsheet Commentary : November 2020
The UK has become the first country in the world to grant emergency use authorisation for the COVID-19 vaccine developed by Pfizer and BioNTech. With ...
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