Investment Excellence
About us
Accorn Investment Management, part of the Spirit Invest group, is a boutique fund manager specialising in long-term wealth growth and capital protection.
Accorn focuses on generating real, inflation-beating returns while minimising the risk of permanent capital loss by investing in high-quality, attractively priced businesses.
Investment approach
We identify opportunities through a top-down, bottom-up, fundamental investment process.
Know the business
- We invest in businesses that we have researched thoroughly and therefore know well.
- We do not invest in businesses with excessive financial leverage.
- We do not invest in businesses where there are major concerns about management.
Know the investment case
- Invest in good businesses with shareholder-orientated managers and low financial risk when valuations are attractive.
- Thinking and acting like long-term business owners, in a market focused on the short-term.
Know the price
- We appraise what the business is worth.
- We only invest if there is an adequate margin of safety built into our own valuations.
Know the correct weighting
- We limit the weight of any investment commensurate with our disciplined risk process.
- We do not over-extend a position.
