In-depth research is crucial to all of our investment decisions. By going the extra step in our research, we seek to identify deep value at the beginning of the return curve.

By meeting on a regular basis with investee companies and their competitors, as well as sector contacts, we achieve a very deep understanding of the factors driving the companies as well as the sectors in which they operate. Our analysts specialise by sector, and are able to compare sectors and companies with each other across the large number of emerging markets in which the firm invests. This global approach allows us to identify misvaluations and opportunities, as well as likely triggers and catalysts which have already occurred in other countries or companies and may have a knock-on effect.