Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes.
"Never sell" is overrated.
Fund managers, constantly looking at LOTS of companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments.
The search and tracking of under-followed attractively priced compounders. Compounders are companies, that can deliver sustainable and long-term growth with superior RoIC.