One clear idea. A basket of businesses built around it.
Explore sample stock baskets built around Value, Quality, Growth, Health and Momentum.
These baskets are a preview.
They aren’t available to invest in yet.
Good businesses at more considered prices.
Look for a gap between the price and the underlying business, with enough financial strength to wait.
A low price can stay low. The business case needs to hold up.
Consistent businesses that put capital to work.
Bring together businesses with resilient margins, cash generation and a record of using capital well.
Even a strong business can be an expensive investment.
Businesses building their next chapter.
Look for expanding revenue and earnings, supported by a credible path from investment to cash flow.
Growth plans can take longer or cost more than expected.
Balance sheets with room to breathe.
Prioritise manageable debt, interest coverage and cash reserves that can support a business through a cycle.
A strong balance sheet alone does not guarantee growth.
Businesses with a strengthening price trend.
Follow sustained price strength with a defined review process as trends develop or weaken.
Trends can reverse quickly and may require more frequent changes.
