Equity Capabilities

Active equity strategies rooted in deep fundamental research in inefficient corners of public markets.

Disciplined, fundamentals-driven research approach aimed at identifying mispriced companies with the potential to generate meaningful, long-term returns.

Focused on underfollowed small-cap companies since 2009, capitalizing on capital scarcity and market inefficiencies to capture excess returns.

Experienced team of specialized investors collaborating to uncover differentiated insights and deliver lasting value to our clients.

Risk Management

Within our equity strategies, our goal is to protect and grow client capital by focusing on what truly matters: avoiding permanent loss of capital and ensuring a sufficient return. A core pillar of our equity investment strategy is the careful assessment and avoidance of three interrelated sources of risk – what we call the Trinity of Risk.

By actively managing these core risks, we aim to deliver consistent, long-term value for our clients.

Valuation Risk: Overpaying for even a high-quality business can undermine long-term return potential. We invest only when there is a clear discount to intrinsic value.

Business Risk: We aim to avoid companies exposed to structural decline, weak management or an eroding competitive position.

Balance Sheet Risk: Financial strength matters. We prioritize companies with prudent capital structures and sound balance sheets that can weather volatility.