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Searching for investment opportunitiesWe believe that fundamentally mispriced equities are more often found in an environment characterized by: - Little, poor or no coverage from international investment banks
- Low liquidity or size barring large institutions from investing
- Large perceived risks due to uncertainty or lack of understanding by many market participants are reflected in low valuations
- Fast-changing businesses with wide divergence in opinions on future value
- External non-fundamental or irrational factors influencing share price
- Special situations, distressed securities
Our primary area of interest are market segments where these qualities are witnessed more often, in particular: - Emerging markets"Emerging” industries, e.g. technology stocks
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