Noontide Investments is a value investor with a focus on ‘special situations’. We aim to identify securities trading at a large discount to underlying value where we believe there is a potential catalyst for a re-rating.
The vast majority of the intellectual capital of the funds management industry is focused on analysing a relatively small number of large companies. We believe this provides an opportunity for a genuine boutique manager willing to dig deeper and seek out bargains.
Noontide’s unique structure allows us to limit the size of the funds we manage and therefore gain the maximum leverage to the large opportunities that are available in selective small cap and micro-cap equities.