Alex undertakes a patient and methodical approach to ‘change’ investing focusing on quality companies that are in the process of restructuring, recovery or where the manager has identified hidden or recognised growth. Alex will focus on balance sheet strength and cash flow management. In addition Alex also seeks companies that are paying a dividend, or are expected to pay a dividend within 12 months of purchase. Alex follows a strict pragmatic long term approach to investing, with no investment made for short term speculation.
We like this fund as it is managed by an ambitious manager, who developed the proprietary quantitative model used to identify stocks. Since launching the fund his investment style has posted very positive results. He has also delivered an attractive yield to investors.