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InFocus

 

Our unique InFocus product searches across diverse sectors for outstanding investment ideas. This differentiated approach means Altium’s investor clients can benefit from awareness of companies that might otherwise have gone unnoticed. It also allows us to take account of changing market moods and attitudes to certain sectors.

In most circumstances we use a CFROI-DCF framework as a foundation from which to launch our case. Resulting stock picks are then examined in a short note highlighting the investment hypothesis, in parallel with talking to the company’s management team.

Rather than being an initiation, it’s our aim to analyse any possible causes of mis-pricing, and then to consider scenarios and short-term catalysts under which value can be crystallized.

Altium is pleased to note that this novel approach was rewarded with second place in the 2010 Extel Survey, UK Country analysis segment.

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