This is an unconstrained strategy aiming to find the best opportunities across the continent. Manager Alex Darwall takes a high-conviction approach; he builds the fund from the bottom following thorough analysis of individual companies. There is a strong focus in his process on having an in-depth understanding of how a company works and on maintaining regular contact directly with its management. He invests in companies that can sustain growing profits and margins over the long term. To this end, he looks for companies with a good track record of profitability, proven product and business model, evidence of entrepreneurial endeavour, and the prospect of above-average growth opportunities.
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