About

About US

We are a small team of experienced investment professionals, committed to making specialist investment ideas accessible to all investors.

The best asymmetric investment ideas, with the highest return potentials, are often the preserve of large fund houses and their research teams, well-resourced family offices, and sophisticated high net worth individuals.

Such investment themes are often:

  • Under-researched / uncovered by mainstream analysts,
  • Undervalued, and
  • Generally unknown to most private investors.

The aim of Discovery assets is to make non-mainstream investment themes known and accessible to private investors.

What We Offer

Our systematic research process explores ideas that are not yet mainstream, but are not ‘flavour of the month’ – rather we target high probability themes driven by secular supply and demand fundamentals and macroeconomic trends.

We explain the ideas in simple terms and discuss options to access each idea.

Our nominally priced membership services offer the following main value-adding components, greatly reducing the need for your own fundamental research:

  • Securities review (including initial due diligence);
  • Ongoing monitoring of holdings;
  • Ongoing monitoring of market conditions for current investment themes (including exit criteria);
  • Continuous market research for new investment themes.

A Word of Caution!

We believe that at least 90% of most people’s investments should be in diversified multi-asset investments suitable to their circumstances. These will be more resilient in the long run.

On the other hand, a small allocation of up to 10% to the investment themes researched by Discovery Assets could provide a high-returning satellite kicker to a more conventional core portfolio.

Some of the best investment opportunities around, researched and curated for you.

Important Disclaimer: The data and views provided on this website are for information or educational purposes only. The content is not intended to be a recommendation or solicitation of any kind to buy or sell any asset, instrument, or product, or to adopt any investment idea, strategy, or thesis. Any information provided does not take into account any individual’s knowledge and experience, personal financial circumstances, risk capacity and appetite, or investment aims and objectives. Any investment made or action taken on the basis of any information on this website is taken solely at the risk and responsibility of the investor. The value of your investments, and any income derived from them, may go down as well as up. You may not get back all the money that you invest. If in any doubt, you should seek independent advice from a qualified investment or financial adviser.