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Portfolio

Case Studies

Our portfolio is built around carefully selected, high-conviction investments. The following case studies highlight three companies that illustrate our strategy at work.

 

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Angling Direct

The UK's leading retailer of fishing tackle in the UK, with over 40 stores, an online store and market share of c 15%.

Audioboom

The 4 largest publisher of podcasts in the USA, a fast-growing and increasingly lucrative segment of the media industry.

Pebble Beach

A small UK-listed software company that provides broadcast playout automation and content management systems to TV and streaming operators global

Windward

An AI-based analytics and risk management platform for the global shipping industry.

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