Lewis J. Danby

Gladstone seeks to maximize risk-adjusted absolute returns whilst preserving capital by investing primarily in listed equity securities in Europe, the US, Australia, South Africa as well as other developed markets. Investments are focused around five sectors: Consumer; Technology Media Telecoms (TMT); Financials; Healthcare, and Industrials. The firm uses a fundamental research approach to seek to identify structural winning and losing companies and industries. The research focuses on analysis of industry and corporate change, identifying inefficiencies in capital structures and forecast assumptions with a scrutiny of the catalysts that may resolve these.