Shares that can 'catch-up'
Approach
We analyse what went wrong. We acknowledge that the past is noise. We focus on what could go right in future.
Key highlights of our strategy:
- Screening for beaten-down stocks
- Finding value based on fundamentals or expectations
- Focusing on context, rather than the popularity of the company or its products
- Spotting strategic shifts, management changes, value accretive activities
Current Holdings
| Company/Asset | Sector | Strategy | Investment Thesis |
|---|---|---|---|
| XP Factory (XPF) | Leisure | Core Holding | Strong growth potential in experiential entertainment sector with proven business model |
| Croma Security Solutions (CSSG) | Retail | Core Holding | Undervalued security solutions provider with stable recurring revenue |
| Touchstar (TST) | Technology | Core Holding | Transformation story with improving margins and growing software revenue |
| Zytronic (ZYT) | Manufacturing | Core Holding | Market leader in specialized touch technology with strong balance sheet |
| Eneraqua (ETP) | Service | Core Holding | Energy efficiency solutions provider with growing order book and ESG credentials |
About
With over a decade of experience in investment management, our approach combines deep market analysis with strategic long-term thinking. We focus on creating sustainable value while maintaining strong ethical investment principles.
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Contact
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