Research and scouting

Members screen sectors and companies and write up what they find.

Research projects start with a question rather than a company: which part of a market is changing, who benefits and what would have to be true for an investment to work.

Scouting is the practical side of it. Members identify companies across Europe and worldwide, together with partners in other markets, collect the basic facts and prepare short profiles.

Findings are written up so that other members can review the evidence, question assumptions and build on the work.

Our Process

Source

Identify companies, markets and investment themes.

Diligence

Analyse fundamentals, data and key risks.

Decide

Present the investment thesis to the committee.

Office interior in the 1990s
Market data on a screen
Presentation hall with a chart

Source

Identify companies, markets and investment themes.

Diligence

Analyse fundamentals, data and key risks.

Decide

Present the investment thesis to the committee.

Office interior in the 1990s
Market data on a screen
Presentation hall with a chart

Source

Identify companies, markets and investment themes.

Diligence

Analyse fundamentals, data and key risks.

Decide

Present the investment thesis to the committee.

Office interior in the 1990s
Market data on a screen
Presentation hall with a chart