Research process

Central to our investment philosophy is a rigorous process of fundamental research. This includes bottom-up deep-dive modelling, meetings with company management teams, analysis of publicly available information and leveraging third-party data sources.

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At our core, we are inquisitive. We look where others don't and do gritty work that is often ignored by the market. Among many things, we test products, analyse subsidiary filings, read legal documents, study new legislation and visit sites.