| Asset Group | Asset Sub-Group | Investment Category |
| Equities | European equities | Adventurous |
Selection rationale: The duo aim to back around 60 of the best stock ideas and consider four key criteria in their stock selection. They look for companies with identifiable business strategies that have high barriers to entry and strong pricing power, enabling them to generate robust earnings with growth potential. They also seek sound businesses that are not highly capital-intensive and where the return on capital employed exceeds the cost of capital. Pease and Milne assess quality management, picking businesses whose managements have proven track records and meaningful equity ownership of the companies they manage. Finally, companies need to be on attractive valuations. If valuations are high, it is considerably harder for shares to exceed expectations, they say. The managers have the courage of their convictions and are not afraid to avoid index heavyweights if the investment case is lacking. October 2020 | ||
Risk warnings
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
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