Our AIM

We’ve been called eccentric but we believe in smaller company investing. The small cap universe is exciting as there are many very profitable undervalued companies, with little or no debt, which have fantastic growth prospects.

The management is accessible, their businesses are often easy to understand and it is therefore possible to build a clear idea of what drives these companies cashflows and what are their chances of success.Most mutual funds avoid investing in true smaller companies which are sub £100m. We understand the significant risk of investing in truly small companies, nevertheless we feel confident we can continue to thrive because of our experience and our disciplined investment process. We are extremely excited at the opportunities that this niche area offers and the returns that we can generate for investors.

Our aim is to achieve long term capital growth from making value based investments in UK smaller companies. We aim to achieve the investment objective and policy primarily through specific stock selection. In so doing we seek to identify smaller companies with improving financial performance, solid balance sheets and which either are or will shortly be cash generative, but which we consider to be undervalued by the market.

We focus on excellence and we focus on value.

Past performance should not be seen as a guide to future performance. The value of investments may fall as well as rise and may be affected by exchange rate variation.