Value driven purists
We look for opportunities arising out of dislocations between a company’s share price and measures of potential fair value. We understand that managing our investors’ capital requires patience, diligence and the highest level of professional conduct at all times.
The Arcus process blends granular analysis of corporate fundamentals, a proprietary multi-factor scoring system and close attention to macro trends
We invest in corporate securities that have an intrinsic value we believe to be significantly underpriced. We are willing to take a long term view and are not frightened of adopting a contrarian stance.
Shifting Asian trade alliances in a post-pandemic world
In this piece, Peter Sandham considers the reasons for the UK seeking membership of the CPTPP and what the future holds for this expanding trade alliance.
Peter considers further the Coronavirus crisis, its after-effects and how they will differ from Japan’s experiences at the end of the last century despite looking similar at present.
Trade War to Tech War
(May 2020) In this piece, Peter Sandham considers the consequences of the anticipated friction caused by the US’s new export controls on computer chips made abroad with American IP or equipment.