Investment Philosophy

We believe that premium returns are delivered through expertise, rigorous analysis and an engaged, long-term view.

To this end we only invest in companies where we understand the business model and underlying markets in depth, and where our detailed in-house fundamental research shows opportunities not reflected in current market prices.

We look to build a highly focused portfolio of investments and expect to support these businesses over a number of years through our ongoing analysis and continuing dialogue with management.

We focus our investments on smaller companies which are often under researched and mis-priced.

Engagement

We are always aware that shares represent ownership of an underlying business.  We believe it is our responsibility to engage with other stakeholders and, where necessary, to support them in improving operations or governance.

All too often fundamentally sound companies are mis-priced or unable to reach their potential due to factors that can be remedied. Odyssean's goal is to leave a company in a better position than when we first invested in it.