Investment Philosophy

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

Welcome to De Lisle Partners

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