At CCAM we follow a bottom-up, fundamentally driven research process, focusing our time on detailed company visiting and proprietary analysis. We believe that over time this will achieve superior results.
The team of 7 portfolio managers and analysts, carry out over 2000 company visits and management calls a year in the region, in London and by phone. Meeting notes are shared and distributed across the team, ensuring that we bring out the best thinking and experience across the various sectors and countries in a collegial fashion. All managers are incentivised to work as a team.
The structure of the business ensures that fund managers spend as close to 100% of their time on analysis and portfolio construction as possible.
To further enhance returns for our investors, we believe that all funds should be capacity constrained, concentrated and freed from any benchmark constraints; allowing for the full expression of our best ideas.