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UK Alpha Fund

Overview

INVESTMENT OBJECTIVE

The investment manager seeks to identify high quality, cash generative growth companies that may be mispriced by the market. The fund focuses on companies that have attractive market positions, healthy balance sheets, and demonstrate robust and growing levels of cash flow. Close attention is also paid to management's ability and willingness to invest capital in a sensible and consistent manner. The fund invests in small, medium and large companies with the flexibility to have a significant bias towards medium or smaller-sized companies. The reference to Alpha in the Fund’s name reflects the managers active approach to investment.

Portfolio Management

Neil Hermon

Portfolio Manager

Industry since 1989. Joined Firm in 2002.

Indriatti van Hien, ACA, CFA

Portfolio Manager

Industry since 2007. Joined Firm in 2011.

Performance

Portfolio

Documents