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MiSAPprehension

August 2017

Identifying and investing in undervalued franchises is core to our investment approach. Our investment team’s hundreds of annual company meetings, combined with a long-term investment horizon, help to cut out distracting market noise. This lack of short-termism, and frequent catch-ups with the management of the companies that we invest in, allows us to evolve our thesis on a stock as we gather new information. SAP is a prime example of our approach.

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S. W. Mitchell Capital LLP is a Limited Liability Partnership registered in England no. OC312953

 

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