Equity Focus
Oxburgh Partners long investments include companies that have developed/are developing a product or service that will disrupt an existing marketplace. This is not exclusively the basis for investment, some companies may be leaders in their own undisruptable industry where current valuation does not reflect the strong outlook
Oxburgh Partners locate companies at the point in their operational cycle where there is accelerating momentum in sales, operating margins, return on invested capital and cashflow (shorts represent decelerating momentum unrecognised by valuation)
We aim to invest in equities capable of rising in value multiple times