High-conviction resources investing focused on small–mid cap opportunities Event-driven trading (both long and short) of mid-large cap equities; and
Fundamentally-driven, bottom-up high conviction long stock picks.
We opportunistically and actively trade mid-large cap stocks as a result of positive or negative catalysts (either macro or company-specific).
In respect of our high conviction stock selection criteria, Cranport employs fundamental bottom-up analysis in an effort to identify companies which have the ability to grow and re-value or ‘re-rate’ their market capitalisation over time.