Why Choose Us

We believe quite simply that "knowledge" and using it smartly enables us to succeed and bring success to our clients. Our commitment to achieving this is reflected in the depth of our Equity Research team and the miles they travel each year to better understand global industries and to find undervalued companies in which to invest. We place enormous value in meeting regularly, face to face, not only with company management, but also with those stakeholders who are able to give us a different perspective. We pride ourselves on being cynical in our perspectives until we have gained the knowledge that gives us the confidence to invest our clients’ money.

Our focus is on determining the intrinsic value of a company through a disciplined and rigorous analysis process. We look beyond mere short-term profits - we use a proven valuation framework that focuses on the cash flow return on a company’s investment base. This requires insight not only into the company’s revenue and profits, but also into the sources and uses of cash and assets. We also focus on company management, industry drivers and strategic issues, as well as relevant trends. We take pride in proprietary databases that enable insightful company and sector comparisons, from long-term historical trends to current, global peer comparatives.

In addition, our Quantitative Research team provides a dispassionate assessment of equity valuations that aims to challenge our own fundamental research. The Economic Research Unit provides an immediate perspective of the macro drivers in local and global economies, including research on currencies, inflation rates, interest rates and industry trends.