We only invest in what we understand, so disciplined research is critical to our investment philosophy. Our research approach is both “bottom up” (quantitative and qualitative analysis of each company and its performance as well as visits to meet the company’s management) as well as “top down” (country, sector and trend based analysis).
Below, please find our Factsheets on territories that we cover as well as our monthly Investor Newsletters. Clients may request to see our Company research on a case-by-case basis. For more details of our Investment approach please see Investment Approach.