London Zurich Dubai Mumbai
Financial Services

Investment Characteristics

  • The Fund invests globally in liquid equities across the financial sectors, including among others: banks, insurance companies, payment service providers and specialty finance companies.
  • We focus on well-run companies with healthy balance sheets, robust business models and sustainable competitive advantages.
  • The Fund invests only in businesses whose intrinsic value we have understood well and which offer a significant return potential combined with a relatively low-risk investment profile.
  • Investments are expected to benefit from periodic significant value dislocations / deficient market pricing associated with:
    1. Market sentiments;
    2. Complexity and the ever-changing nature of the financial services businesses;
    3. High sub-sector differentiation and specialisation;
    4. Occasional lack of understanding among investors regarding fundamental values of some companies in the sector.

Financial Services
Financial Services