SAM’s intense fundamental research delves into the quality of a company’s balance sheet, earnings and management. Our overall organization structure reinforces a focus on long term analytical work. SAM offers only international equity mandates where 100% of the investment professionals’ time is dedicated.

SAM’s portfolio managers have research responsibilities that are set along sector/industry lines as we believe that this maximizes their experience of specific industries. All analysts are based in London but travel abroad regularly to visit companies in their areas of expertise.

SAM’s explicit limit in its future asset size, assures that the research program will never be compromised by growth. This ensures flexibility for research to invest across the capitalization spectrum. This business model joined with the earlier stated inefficiencies does, we believe, enhance our prospects of successfully implementing our investment philosophy.

In terms of style, SAM’s value approach calls for a minimum real return hurdle of 5% per annum, thus the product’s style is absolute return rather than relative return.

While SAM’s investment philosophy and process has changed little over time and no major changes are to be expected in the future, we are constantly attempting to refine and improve the process of identifying cheaply priced, attractive companies.

Our broad definition of value enables us to research an extensive range of potential investment opportunities. Our experienced investment professionals are well qualified to structure an international equity programme.