Curiosity mindset: We hold a natural curiosity and commitment to continuous learning, necessary to stay on top of industry trends, economic news, and regulations. 

Data interpretation: We assess and analyse financial data from public corporations, news, and other sources to identify opportunities and threats.

Sector expertise: We have a deep understanding of business models, trends and risks in food and non-food retail, brewing, fast-moving consumer goods, ingredients, animal genetics and animal feed.

Valuation: Proficiency in financial modelling techniques is crucial for forecasting financial results and estimating a company's intrinsic value. This includes discounted cash flow and comparable company analysis. 

Communication: We produce clear, concise, and persuasive research reports for clients and have the ability to explain complex financial concepts simply.

We provide financial modelling to evaluate the value, performance, and future prospects of companies. We identify what actually drives revenue, costs and cash flow and link the financial statements dynamically to come to detailed forecasting and performance attribution.

We value companies by using a mix of absolute and relative valuation methods, depending on the industry, company maturity, and data availability.