We are a young firm and will be the first to admit that the valuation model we work with is not perfect. With healthy constructive scepticism we are in an ongoing process of learning what works.


Our Approach

Identifying quality companies using Returns On Cash Generating Assets

Our Story

I worked long hours for over a decade in London. I was primarily involved in quantitative analysis, equity valuation and thematic research. I left seeking new challenges and a better work-life balance. I have built the ROCGA system (Return on Cash Generating Assets). The aim is to neutralise subjectivity from companies reported financial results and approach it from a wealth creation and valuation perspective.