Ryan Green

Greencape is an active, bottom-up stock picker. While they do not target any specific investment style and will invest in stocks displaying value and growth characteristics, their focus on a company’s qualitative attributes, like good management and business strength, will generally lead to growth-oriented portfolios. As such, the firm's investment style may be classified as growth at a reasonable price (GARP).

CI is an active manager which employs VOF framework, a methodology for processing, filtering and understanding complex qualitative and quantitative information on stocks and industries. They seek to diversity across stocks, industries and geographical exposures. Their portfolios are generally constructed with little reference to index and consider market cap and liquidity risk. CI prefers to invest companies and industries with a specific value proposition that are performing well or in an early phase of turnaround (observation of operating, industry and strategic trends) with focused management (value based leadership). The firm assesses companies for their value latency which may be derived from the net-worth of a company's existing cash flow and net assets or future value that is latent within a company or industry due to their growth opportunities and competitive advantage.