Investment insights

Have a read through our views on investee companies

Match Group

26th May 2020

Match Group are a leading global provider of online dating products through applications and websites. Match operate a portfolio of brands including; Tinder,, PlentyOfFish, Meetic, Ok Cupid, OurTime, Pairs,…

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FDM Holdings

23rd April 2019

FDM sources, trains and places IT & business consultants, known internally as “Mounties”. The FTSE 250 company operates in the UK, North America, EMEA and APAC. Founded in 1991 the…

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Which stocks would you buy today?

11th December 2018

We are entering the 10th year of a bull market, with Brexit and a global trade war escalating. So which stocks would you buy today?  We have bought DotDigital and On…

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SaaStr 2018 – San Francisco

7th September 2018

The team attended the annual Saastr 2018 in San Francisco last week. This conference is attended by 10,000 Execs, Founders and VC’s. It is a great forum to learn about software…

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CTS Eventim

16th February 2018

CTS Eventim is an online ticketing marketplace. They promote live sports and music events, selling tickets via its websites and licencing their software. CTS operates in 23 countries and is…

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On The Beach

24th January 2018

On The Beach is the UK’s leading retailer of packaged short-haul beach holidays. Their business model is a hybrid between a Tour Operator (think Thomas Cook or TIU Travel) and…

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Just Eat

14th December 2017

Just Eat (JE) is an online food order service. It acts as an intermediary between takeout food restaurants and consumers. The platform allows customers to search for local take-out restaurants…

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The Gym Group

8th September 2017

The Gym Group launched their first site in 2008 and have grown their portfolio to just under 100 gyms across the UK following their floatation at the start of 2016.…

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