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Listed Equities

We manage a concentrated portfolio of global equities. Seeking simple, predictable, capital-light businesses with a competitive edge.

Middleton Enterprises has generated a compound annualised growth rate of 21% over the last 7 years. Over the same period, the broader stock market has returned 2% pa

Our sister company, Conviction Equity Fund, has developed an identical strategy based on the long term success of the MEL fund. This fund is marketed by the Conviction Group.

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Our Track Record

0 21
%

CAGR Performance
2014-2021

0 74
%

Purchase
success rate

0 100
%

Outperformance of the FTSE
All share every year since inception

0 10

Portfolio
companies

Our Listed Equities Criteria

Focuses on businesses where growth is underpinned by a technology induced, multi-decadestructural driver, allowing for a long-term investment horizon.

Easily understandable business models, we avoid those not within our area of expertise.

Growth and value approach - we buy at a reasonable price, screening for high quality fundamentals.

Businesses must report clear, transparent, and predictable operational KPI’s. We pass on +90% of businesses reviewed.

Learn more about the Conviction Equity Fund
Click Here