Chris Cheetham

CAM is an active, fundamental research-based manager with a long term-driven investment approach. The firm’s investment expertise extends across asset classes and geographies, with an emphasis on equities and multi-asset funds in global emerging and frontier markets. They aim to identify mispriced assets trading at discounts to their long-term business value (fair value). Their focus is on through-the-cycle normalized earnings or cash flow. CAM uses a bottom-up stock selection approach with a disciplined evaluation of company fair value based on extensive fundamental research. They buy shares at significant discounts to their assessment of long-term fair value and sell them as they approach fair value.

Laurium Capital International combines on-the-ground research with extensive local market knowledge to seek investment opportunities. Their skills in stock selection, combined with disciplined portfolio construction and risk management processes deliver superior risk adjusted returns over time.