Discovering the Small & MidCap hidden gems

We are Quality Growth investors. We take a common-sense approach to investing, identifying the highest quality companies with the best management teams that we can own for the long-term.

Our definition of Quality includes both financial fundamentals and ESG factors, which are fully integrated into our investment process.

Our impact strategy incorporates this approach to invest in companies providing solutions to the world’s major problems.

We believe that you get what you pay for in life.

It is worth paying more for a well-managed, financially sound business that operates in a growth industry and enjoys a sustainable competitive advantage.

Businesses with such Quality characteristics are able to ‘beat the fade’ and maintain a high return on capital over the long-term.

We favour:

  • Simple business models
  • Profitable companies
  • Niche businesses in growth markets
  • Market leaders
  • High operating margins and high returns on capital
  • Good management we can trust

We are not traders – we commit capital to businesses for the long-term and our presence on shareholder registers is typically well received. Our Investment Committee provides rigour and oversight to our process.

Our Funds

Our Fund range encompasses Growth, Income, and Impact strategies.

Our Trusts

We manage two closed-ended Investment Trusts: "MUSCIT", our UK SmallCap Investment Trust; and "MESCT", our European SmallCap Investment Trust.

Better World Fund

Investors can make a positive impact by investing in companies providing products and services that help to solve global challenges.  

Find out how to invest in our Funds and Trusts. 

Better World Fund

Impact calculator

Enter an amount to see how your investment will make a positive impact on the world.
  • To download a PDF of your report, please enter your details below.

Protecting the environment

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megawatt hours of energy saved

A low-carbon economy

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energy saving actuators fitted

Healthcare

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patients treated for illness or disease

Innovative technology

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electronic payments processed

Nutrition

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people given access to healthier foods each day

Wellbeing

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seat belts and airbags manufactured

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