I take a focused approach to achieve deeper understanding to find opportunities with the catalysts and growth potential to outperform over time.
Observation and a desire for information and understanding drives my passion for research in understanding different companies and market opportunities.
As a private investor I believe greater opportunity exists in listed smaller capitalised companies. These companies are usually unloved and very under researched by institutions and funds and also too small to meet their investment mandate criteria. The search is for companies that have been priced inefficiently and also for companies that have significant catalysts that have the potential to significantly impact the future valuation of the company over our investment time frame.