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...
High conviction approach
Effective from mid-July
Managers who have 'seen it all'
Decision expected 20 June
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