The UK Equity Growth Fund aims to produce long-term capital growth by targeting the most interesting companies where we believe growth is undervalued or underestimated.
Much of the UK market is weighed down by large constituents that are mature or ‘old economy’ businesses. However beneath the surface, the UK is home to some of the world’s best companies adapting & innovating in the new world. By clearly identifying the growth themes of the modern economy and investing in companies best place to take advantage we can maximise these opportunities.
Our knowledge and expertise of UK companies, management teams, analyst communities and the investor base lies at the heart of our ability to generate alpha. Analysing these constituents to best identify those companies that are most likely to produce positive earnings surprises and drive a re-rating of share prices is key to our investment process.
Our investment approach works because over the 20 years we have been active UK investors, we have built up a network of industry experts and sell-side contacts that sit alongside our own proprietary research enabling us to generate an abundance of high-quality and high-conviction investment ideas on an ongoing basis.