UK Dynamic
Overview
The team look for business transformation opportunities, under the belief that companies are dynamic and not static. These are companies that are at low points in their lifecycle, where management recognises there is a need for strategic change. These situations are often accompanied by a change in senior management or the board. These companies tend to follow a similar process: stabilise and restructure the balance sheet, employ stricter capital allocation, and sustainably improving the business model. As this plays out, the stock begins to re-rate as the market recognises the higher growth, margins, and cashflows delivered from the streamlined efficiencies.
