Research

Research


 

The members of our investment teams are all analysts with a broad range of educational and industry experience. All are responsible for the research we do as part of our assessment of potential and ongoing investments. All our investment ideas are generated in-house and followed up through a rigorous research process as we seek good quality companies to invest in.

Our approach to research combines extensive fundamental analysis, using information and data from multiple sources and perspectives, regular company visits by our investment teams and other types of face-to-face personal engagements.

Sometimes, to improve our understanding of a specific topic, we may commission and pay for research from external providers whom we respect and value. Over time we believe that additional research like this will contribute to and enhance our investment decision-making.

To find out how we apply this research, go to how we pick companies.