Investment Philosophy

Our job is to provide investment returns substantially in excess of passive indices over a medium to long term timeframe. There are two areas of the stock market which have historically delivered such exceptional returns: small cap and value.

Our fund managers try to select the most attractive risk adjusted investments in these historically lucrative areas. Each of our funds (see below) invests in a specialist niche where our experience and expertise can provide a further investment edge.

We have high conviction in our investments as evidenced by the fact that our fund managers have a very significant proportion of their individual net worth invested in the funds.

Hawkwood Yew Tree – invests in small caps with equity financing needs