Overview

We are long term, active UK equity stock pickers. As traditional UK equity investors we adopt a common-sense approach in what we do – long only, profitable, UK listed, direct equity investment. Our rigorous fundamental research process enables us to identify the very best opportunities within the universe whilst keeping the spotlight on balance sheet quality, business model sustainability and valuation. We apply a naturally sceptical approach to our asset valuation process, maintaining awareness of the bear case scenario and the impact to investor returns. With no intentional style bias our portfolios offer high quality exposure across the capitalization spectrum managed in a collaborative environment from the heart of Leeds, UK.

Our UK Rising Dividend portfolios are aligned to the same overarching common-sense philosophy applied across the team. We believe that high quality UK companies generating sustainable cash flows and trading on reasonable multiples offer significant potential to outperform the broader market over the long term.

Our process taps into the observed trend of dividend growth stocks outperforming the broader market over the long term. Our rising dividend companies generate sufficient free cash flow to return capital to shareholders, retaining the excess to reinvest in the future growth of the business. This results in a portfolio of companies who have grown their dividend in at least eight of the last ten years on a trajectory to evolve into the market’s most mature and consistent income paying stocks.