Henry Dixon and co-manager Jack Barrat believe they can add value through thorough analysis of company balance sheets to understand a business' true real-world assets and liabilities. They seek to identify two types of stock: those trading below their view of the company’s value and those where the company’s profit stream is being undervalued relative to the cost of capital. The portfolio has a value bias, but it does include elements of quality and positive earnings momentum. Dixon has demonstrated his ability to consistently execute the investment process with discipline.
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