Discovery is a performance driven boutique investment manager specialising in high calibre companies for sophisticated investors.
We established Discovery with one mission: outstanding investment performance.
We believe there’s three foundations for success: focus, expertise and alignment.
We’re a high conviction, active manager who seeks outstanding performance through deep fundamental research and rigorous risk management, delivered in a limited capacity offering.
What you don’t invest in is just as important as what you do. We begin with an Exclusion List which aims to eliminate companies which lack financial strength. We then turn our attention to the upside. We’re looking for high calibre companies which are underappreciated with a catalyst.
Experience has taught us that high calibre companies share four Ps: Potential, Predictability, People and Profitability.
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