Investment process
The strategy invests in a portfolio of companies that stand out in their sector and demonstrate a positive long-term growth profile.
Portfolio managers favour an agile approach to take advantage of market opportunities, relying on their proven fundamental analysis process to identify key performance factors, sustainable business models, and exceptional management teams. They adhere to rigorous risk management.
The portfolio is composed of 30 to 60 companies, with a maximum weighting of 8% per security. No security with a market capitalization of less than $20 million is eligible; securities with a market capitalization of less than $200 million may not represent more than 20% of assets.
Long-term capital appreciation
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Rigorous risk management
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