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Strategic Equity
The fund has achieved consistent low correlation to its peer group through a dedicated focus on micro-cap companies and fundamentals-based stock picking.
Our private equity approach helps to build better businesses through the provision of capital, advice, good governance and targeted introductions to expertise within our network.
We believe there is significant opportunity in the segment of the market below Ā£250mn market cap
We interrogate stocks using proprietary research to evaluate the investment case. We assign a conviction score to each stock based on six fundamental components, which helps determine optimal weightings within the fund:
In our portfolio insights series the Investment Team sit down with Chief Executives from some of the portfolio companies we invest in, where they discuss the impact of our investment in the company.
Costain is a leading UK smart infrastructure solutions company with a specific focus on major customers meeting national needs in infrastructure, energy and water markets.
Costain is a current Micro Cap portfolio holding as at July 2024.Ā
Ricardo plc is a global strategic, environmental and engineering consultancy at the intersection of transport, energy and global climate agendas, solving the most complex issues to help achieve a safe and sustainable world.
Ricardo plc is a current Micro Cap portfolio holding as at May 2023.Ā
Inspired plc is a leading technology-enabled provider of energy and sustainability solutions that allow UK and Irish businesses to transition to net-zero carbon and manage their response to climate change.
Inspired plc is a current Micro Cap portfolio holding as at March 2023.Ā
Medica is the market leader in teleradiology, providing hospitals with support to address serious capacity issues in both urgent and non-urgent reporting pathways.
Medica is a current Micro Cap portfolio holding as at December 2022.Ā
Prospective investors can purchase shares directly from Waystone Management (UK) Limited or through a professional adviser or other intermediary. Application forms can be obtained from Waystone Management (UK) Limited.
www.waystone.com
investorservices@waystone.com
0345 922 0044
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Waystone Management (UK) Limited.
investorservices@linkgroup.co.uk
0345 922 0044
View the key investor information for this fund.
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