• Buy Exosens SAS

    Exosens holds a leading position in the Light Amplification market outside the US and is a key player in Detection & Imaging.

  • Buy AG Barr

    Even without a bargain basement valuation, AG Barr seems to be undervalued by the market today.

  • Buy BlackRock

    A track record of successful acquisitions means BlackRock has many potential avenues for growth.

  • Buy Rosebank Industries

    This rec offers the portfolio exposure to attractive industrial end markets and reduces our high skew towards tech/software.

  • Buy Renishaw

    This is a successful engineering firm with a lucrative position in a niche market.

  • Buy Wise (Fire)

    They’re not risk-free but we believe Wise shares present a fantastic growth-at-a-reasonable-price opportunity.

  • Buy Filtronic

    A growing business with a track record of value creation. It faces new challenges but also new opportunities.

  • Buy Kraken Robotics

    With defence spend rising and undersea security a bigger priority, its tech leadership, partnerships, and sales pipeline position it for more rapid growth to come.

  • Buy Spirax Group (Ice)

    Spirax Group is a quality business with an exceptional dividend history and sells into relatively defensive end-markets that should help give it resilience.

  • Buy Hitachi

    Hitachi Energy presents a compelling investment opportunity due to its leadership in the rapidly growing transformer and grid equipment market.