• Buy London Stock Exchange Group

    The share price has underperformed peers due to the shrinking London equity market. Yet 97% of its business lies elsewhere and is thriving.

  • Buy Meta Platforms (Fire)

    There are few truly global brands out there and even fewer companies that own three of them as Meta does.

  • Buy Ecora Resources

    This group helps finance exploration and development of promising mining projects in exchange for long-term royalties or material streams.

  • Buy Genius Sports

    We see Genius Sports succeeding at the intersection of sports, gambling, and the growing appetite for data.

  • Buy TP ICAP (Ice)

    TP ICAP is underappreciated by the market, with appealing qualities lacking in businesses traditionally considered ‘value’ stocks.

  • Buy Fair Isaac Corporation

    Fair Isaac presents a compelling opportunity with its dominant Scores segment, boasting an impressive 88% operating margin.

  • Buy Renk Group

    We think Renk Group represents a compelling blend of defensive resilience and innovative growth.

  • Buy Lynas Rare Earths

    The rare earths industry is evolving fast and Lynas is the global leader in the separation of light/heavy rare earth materials outside China.

  • Buy Rollins (Fire)

    20+ years of sales growth have made Rollins one of the top pest control firms in the US with many more growth opportunities.

  • Buy Sage (Ice)

    Sage is one of the UK’s few tech leaders and is performing well after it successfully transitioned customers to higher-value cloud-based products.