Investment Philosophy

01.

Companies that generate an improving Return on Invested Capital (ROIC) have more flexibility with their capital base and are best placed to self fund future growth and these qualities are highly valued.

Companies that consistently grow earnings over time are generally rewarded with higher share prices and investing in these companies forms the foundation to achieving capital growth over the long term.

The Fund aims to invest in quality businesses at valuations which allow for strong capital growth over the long term.

We employ a disciplined and structured investment process which ensures a high-quality portfolio of emerging companies that is well placed to deliver strong returns over the long term.