Investment Process

In our mission to deliver attractive long term returns to our clients, Blackfriars uses a disciplined, fundamental, research driven approach to identify well managed, shareholder friendly companies with sound business models where we see a strong likelihood of continuing profitability and positive shareholder returns.

We believe that valuing businesses across many different sectors/countries/operating environments requires tailored analysis. Many years’ experience of investing in developing markets has taught us that the best companies have three key foundations: management, capital discipline and business model.