We scan global stocks for genuine oddity, starting with management behaviour. We take a closer look at a company's accounts, paying particular attention to the balance sheet and indicators of effectiveness of capital allocation.
We get an understanding of sales and cashflow, and we read what management says about the business and current conditions. We look for evidence of either an unusually benign environment for growth...
91% feel UK competitiveness deteriorated since Brexit vote
Regulator does not want to 'incentivise short-termism”
Follows 'ethical spinners' report
Quantifying pessimism and complacency
£3.5trn asset manager