Honing the Opportunity Set – Part 2

Following on from our previous article ‘Honing the Opportunity Set – Part 1’, we return with the second part to complete our two part series to outline the remaining three key characteristics we seek when evaluating potential investments, including examples from our current portfolio.

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Honing the Opportunity Set – Part 1

Delving deeper into our ‘Fascinations’ based process, in this first article of a two-part series, we outline three key characteristics we seek when honing the opportunity set.

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A high-quality compounder with a 63 year track record

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. 

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