Our investment philosophy is built on bottom-up stock picking with a macro overlay, in-house proprietary research, and active dialogue with company management.
We believe that EEMEA markets are structurally inefficient, offering persistent opportunities for active managers who combine fundamental company analysis with deep regional knowledge. Our edge comes from walking the extra mile — visiting factories, meeting management teams in person, and building relationships that give us an informational advantage over screen-based investors.
Every investment starts with a company. We screen our universe of 200+ EEMEA-listed securities for fundamental quality: strong balance sheets, sustainable competitive advantages, capable management and attractive valuations. We layer on the macro context — monetary policy, currency trends, regulatory environment and political risk to each stock we value.
All research is conducted in-house. We do not outsource our investment process. Each position in the portfolio is supported by our own valuation models, scenario analysis and risk assessment. This ensures consistency, accountability and speed of decision-making.
We maintain direct, ongoing dialogue with the management teams of our portfolio companies. We hold periodic meetings and visits, and engage constructively on corporate governance and ESG topics.
Disciplined risk management is embedded in every step. Position sizing is based on conviction and liquidity. Portfolio-level monitoring includes correlation analysis, sector concentration limits and currency exposure overlays.
We start with fundamental company analysis, then test our conviction against the macro backdrop of each EEMEA market.
Active coverage of 200+ securities across the region — visiting management teams, factories and competitors on the ground.
No outsourced models. Every position is supported by our own valuation work, risk analysis and scenario testing.
Position sizing, liquidity monitoring and correlation overlays — rigorously applied at portfolio level.
Direct, ongoing engagement with company management, regulators, sell-side analysts and other shareholders.
Two specialist strategies that put the Mori Style into practice across the EEMEA region.
Important Information
The information on this website is intended for residents of jurisdictions where Mori Capital Management Ltd. is authorised to promote its funds. The funds are not registered under the U.S. Investment Advisers Act of 1940 and are not available to U.S. persons. In the United Kingdom, this website is directed only at professional and institutional investors; the funds are not available to retail investors in the United Kingdom. Past performance is not a reliable indicator of future results; the value of investments can fall as well as rise.