Growth in US Recent expansion of operations into the United States with a new headquarters in Arkansas signals openness to cross-border sales and localized client service builds. This presents an opportunity to introduce US-dedicated client-facing resources, marketing touches, and onboarding support for institutional and high-net-worth prospects in North America.

Leadership Growth Dominic Marshall’s appointment as president in addition to CIO role underscores a strategic leadership shift. This can be leveraged in outreach to prospects seeking strong governance, continuity, and a clear growth trajectory from a founder-led, employee-owned firm.

Small-Cap Focus Specialization in small- and micro-cap value strategies targets a niche that may be underserved by larger managers. This alignment can be positioned to competitive prospects seeking differentiated exposure and potential alpha opportunities in overlooked segments.

Value-Focused Pitch Strict cash-flow–focused value discipline and emphasis on under-the-radar opportunities align with institutional clients seeking rigorous, disciplined processes. Sales conversations can center on risk-adjusted returns, downside protection, and transparent valuation practices.

Client Access Offering consultants access to untapped capacity in a less-crowded asset class can be highlighted as a compelling value proposition for intermediary channels and family offices looking for unique, scalable allocations with potential for outsized impact.