Investment Process

The Kudu Fund has a disciplined and consistent investment process. This incorporates strong idea generation and thorough company specific research with good stock selection and skilful risk management. The fund strategy is based on a long-term, multi-year commitment to stock positions. The Kudu team are in the business of finding undervalued situations and capitalising on the inefficiencies that arise in markets. The investment theses are simple, value driven and tend to have a built-in margin of safety.

The investment ideas are generated through a combination of travel, company meetings, industry conferences, screening and strong relationships. This bottom-up investment process focuses on valuation, quality of management, specific investment catalysts and sub-industry analysis.