Our core value investment principles derive from research intensive journeys to find under-valued and overlooked stocks Wall Street misses or ignores.
Richard’s unique investment process combines top-down investment themes with bottom-up forensic analysis.
AMERICA FIRST – the team believes that equity markets are the best long-term asset class – and the US remains the deepest, best performing major market
THEMES – we identify long-term investment themes, with a dynamic approach as market cycles evolve
LOOK BEYOND WALL STREET – we research the stocks that Wall Street either misses or ignores, with a small- and mid-cap bias
FORENSIC ANALYSIS – Richard uses top-down Marco analysis and bottom-up stock selection to construct the portfolio