Research

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.

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.

Our approach to research combines extensive fundamental analysis, using qualitative information and quantitative data from multiple sources and perspectives, with regular company visits and other types of engagement.

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