CFP SDL Free Spirit Fund

This is a UK strategy that appears to offer investors something slightly different. It currently has 28 holdings and can hold between 25 and 40 stocks at any point in time. They tend to find opportunities in the mid and small cap space and look to hold for five plus years. The types of companies they like mean that when there is a “dash for trash”, this fund will lag.

The process is simple; they believe that excellent businesses bought at fair prices will translate into excellent investment opportunities. By the nature of what they are looking for it means they do not invest in banks and oil companies, but they have small exposure to the travel and leisure industry.

Digging deeper, they are looking for enduring franchises, proven business models, higher returns on capital and equity, strong cash flow, robust balance sheets and strong senior management. The types of attributes of these businesses include economic moats, embedded customers, experienced management teams, management ownership, manageable debt, and dividend payers… more

Fund Facts Morningstar


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