ABOUT THIS STRATEGY
We believe a research-driven investment process focused on identifying quality small-cap companies with differentiated business models and sustainable competitive advantages will drive outperformance against our benchmark and peers over time. We take a moderate approach, seeking to identify companies with large addressable markets that are poised for growth over a multi-year period.
Glossary
INVESTMENT APPROACH
Unique business models
Seeks small-cap companies that are differentiated from competitors – differentiated business model, innovative approach or unique products or services – that are using their competitive advantages to grow over a multi-year time frame.
Deep, specialised team
In-depth fundamental research supported by a broad team of analysts and a team of small-mid specialists, identifies small-cap companies early in their life cycle.
Moderate approach to growth
The portfolio offers the potential for capital appreciation through exposure to small companies having the potential to quickly grow into mid-size companies with a focus on resilient business models positioned to weather a variety of market environments.
