We pride ourselves on being UK equity specialists
We conduct our UK equity research in-house using proprietary modelling and independent thought processes. The chain between idea generation, research and implementation in client portfolios is minimised. We look at a wide universe to discover exciting new ideas.
When researching and selecting UK equities we operate a focused process.
A Concentrated Approach
Producing a healthy competition for capital whilst achieving diversification
High Active Share
We are not looking to replicate widely available benchmarks
Long Term Thinking
We are seeking companies that we believe have the potential to grow over many years to come and may provide attractive returns to shareholders
We have the ability to invest across the market cap spectrum
No minimum or maximum sector weights
Optimising portfolio weightings without overtrading
Our analysts are based in the North East and do not simply follow the ‘city mentality’
We use dynamic financial screens looking for attractive valuations and return profiles
We keep our eyes open and are willing to look at ideas from multiple sources, such as everyday observations and interactions with clients
We are able to meet management teams regularly and attend industry specific events
If you would like to know more about our process and how it feeds in to our variety of service offerings please get in touch.
Address: Cobalt 8, 14 Silverfox Way, Cobalt Business Park, Newcastle upon Tyne, NE27 0QJ
Phone: 0191 341 0289