What Makes us Different

We are conviction investors

Our portfolios hold our best ideas

We form long term views

By undertaking detailed and robust company and industry work

We invest consistently

Our experienced team uses a proprietary cashflow valuation and our small cap 9 Commandments

The market’s short-term focus creates opportunities for long-term investors like us:

EigerThe Market
Rigorously estimate future cash flow growthExtrapolates current earnings
Analyse structural change in industries and companiesOverlooks long term structural change
Identify inappropriately geared balance sheets and sustainable growthPays little attention to the state of balance sheets
Focused on capital efficiency and return on investmentOverlooks return on investment and compounding growth