Whitman Small Cap Investment Philosophy

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Over the longer-term superior compounding in earnings growth will generate attractive shareholder returns. We look to identify smaller companies with market capitalisations of under £2bn that have the potential to grow earnings at an above average rate of 15%+ per annum, for a minimum of five years and ideally much longer. Many companies will grow earnings well above 15% per year for several years, we just use 15% as an achievable target.

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