We invest in mature dividend paying companies where we are able to directly manage the risks of those investments. The Orchard Strategy focuses on selecting companies that pay a dividend, have a history of growing that dividend and are likely to do so in the future.
Our process is based on fusing what we believe to be the best parts of all available information. Our approach uses quantitative, fundamental and technical disciplines, acting on the weight of all available information. We are process driven but retain flexibility.
We are able to invest in mid and large cap companies that pay dividends (approx. 2000 companies globally). Within that universe, our ’portfolio contenders’ are companies which have a cushion of safety in their valuation but are exhibiting the early stages of an earnings upgrade cycle which is accompanied by improving analyst sentiment. In particular, we look to identify durable upgrade cycles which allows for significant re-rating of that company’s valuation as investors forecast a continuation of these new trends and start discounting future growth expectations in today’s price.
Our approach is to use quantitative, fundamental, technical disciplines. Our thematic and fundamental research helps to determine the persistence of the these trends and the sustainability of the free cash flow yield supporting the company’s dividend.
Identify durable upgrade cycles which allows for significant re-rating of that companies valuation.
Orchard Wealth Management Ltd
4 Wharf Street
Orchard Wealth Management Ltd is licensed and regulated by the Jersey Financial Services Commission in the conduct of investment business.
The Orchard Funds PLC is a recognised fund in the UK under Article 264 of the Financial Services and Markets Act 2000.