INVESTMENT PHILOSOPHY
The Global Focus strategy is a concentrated (typically 10-15 companies) long-only equity, developed markets strategy. We believe that investing in a handful of companies with dominant business models and improving economics that are undervalued on free cash flow should generate attractive returns for our investors.
SOURCES OF INVESTMENT EDGE
Perspective
Long-term with a 10 year investment horizon and a business owner mind-set.
People
Experienced global investors supported by sector specific analysts.
Process
We employ distinct investment selection and capital allocation processes.
Positioning
A highly selective strategy with significant mid-cap exposure.
An Interview with Bertie Thomson
In this podcast, Ted Seides of Capital Allocators interviews Bertie Thomson. They discuss the Global Focus strategy in detail, as well as Bertie’s experience in the industry and lessons learned as an investor. Recorded in January 2021, they also look back on the unforgettable year that was 2020.
Manual of Ideas (MOI) Wide Moat Investing Summit 2023
In June 2023, Bertie presented the London Stock Exchange Group at the Manual of Ideas (MOI Global) Wide Moat Investing Summit. This is the third time Bertie has taken part in this forum, having presented Woodward in 2021 and Rentokil Initial in 2022. The recording of Bertie’s presentation can be found on YouTube below: