Why Our Approach Works

Our investment approach is highly effective and has been consistently successful given:

• Our 5-year plus investment horizon allows us to better capture key long-term investment themes and industry developments in our assessment of any company as of today, and helps our thinking be ahead of the markets’. Portfolio turnover is typically lower, thereby improving post-tax returns.

• It’s ability to manage and filter large volumes of data, efficiently targeting the most prospective investment opportunities.

• It is benchmark unaware. We don’t manage to, nor embed any index inefficiencies. We simply look for the world’s most attractive investment opportunities, regardless of market weights.

• It is dynamic, with investment ideas being continually challenged and reaffirmed.

• It allows us to construct the right portfolios for any economic outlook.

• It is based on fundamental analysis, focusing strongly on valuations supported by free cashflow generation.

• It is transparent and repeatable.

• It produces a highly liquid and diversified portfolio which helps manage risk.

• Adansonia’s highly experienced team has demonstrably proven its ability to successfully use the investment approach, consistently meeting investment objectives.