The fund targets capital growth over the long term (in excess of five years) as well as consistent annual returns from a quality and fundamentals-focused investment strategy.
Our experienced team identify niche growth businesses with strong long-term financial performance, established management teams and a sound market position to deliver future growth potential.
We believe there is significant opportunity in the segment of the market between £250mn and £1bn market cap at point of investment, because:
A structured and disciplined process designed to insulate us from macro and external factors that might affect companies’ performance.
There is significant opportunity in the segment of the market between £250m and £1bn at point of investment, which our process seeks to unlock:
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.
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 Smaller Companies portfolio holding as at May 2023.
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 Smaller Companies portfolio holding as at March 2023.
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 Smaller Companies portfolio holding as at December 2022.
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.
0345 922 0044
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