There are 3 key components to the investment process:

Targeting innovation hotspots – focusing on sectors where breakthrough innovation is shaping the future, primarily including technology, healthcare, and digital media. The strategy emphasises companies with market caps under $20 billion, where inefficiencies are more prevalent and growth potential is often overlooked.
Unearthing hidden opportunities – through meetings with management teams, conducting deep fundamental research, and identifying where the market has mispriced future economic potential.
Rigorous analysis models long-term economic profits and targets compelling 5-year IRRs based on suitable valuations. Building high-conviction portfolios – investing with conviction, constructing a focused portfolio of companies that offer the most attractive risk-adjusted returns across 5 different types of company that provide strong inherent diversification.

Strategies

Global Real Return