Teviot focusses on identifying companies trading below their intrinsic value. Among the smallest companies, this is often because the inherent qualities of the business are undiscovered or overlooked.
The key is to be challenging, open-minded and contrarian. Teviot focusses on value, not cheapness.
A key area of differentiation at Teviot is the use of independent industry data to inform the investment decision.
We are agnostic to size and do not favour main listed companies over AIM. We only care about the value.
Teviot is a vehicle that aims to minimise the drag of liquidity on investment returns and has the flexibility to respond to investment opportunities.