Overview

We are long term, active UK equity stock pickers. As traditional UK equity investors we adopt a common-sense approach in what we do – long only, profitable, UK listed, direct equity investment.

Our rigorous fundamental research process enables us to identify the very best opportunities within the universe whilst keeping the spotlight on balance sheet quality, business model sustainability and valuation. We apply a naturally sceptical approach to our asset valuation process, maintaining awareness of the bear case scenario and the impact to investor returns. With no intentional style bias our portfolios offer high quality exposure across the capitalization spectrum managed in a collaborative environment from the heart of Leeds, UK.

Our UK Manager’s Focus portfolios are aligned to the same overarching common-sense philosophy applied across the team. We believe that high quality UK companies generating sustainable cash flows and trading on reasonable multiples offer significant potential to outperform the broader market over the long term.

The UK Manager’s Focus strategy can be considered our shop window – a team-based approach managed by the lead portfolio managers on the UK Opportunities, UK Equity Income, UK Mid Cap and UK Smaller Companies strategies. A showcase of our highest conviction ideas across the core portfolios, the multi-sleeve approach is facilitated by leveraging expertise across the suite of experienced portfolio managers and analysts. Maintaining responsibility for 25% of the portfolio each, the team collaborates to construct a uniquely diverse core, all cap UK offering.