Our Prejudice Our prejudice is for brand-owning franchises in the consumer, distribution, media and service sectors. Our preoccupation is with quality earnings at a reasonable price. Our Process We are itinerant, research-driven, stock-pickers. We undertake almost 2000 company visits each year across the 18 markets in Asia and 28 markets in Africa which we follow. We pride ourselves on our sizeable database of proprietary financial models that has taken considerable time and effort to develop. We construct detailed models on all companies that we own – and very many that we do not. We keep in close contact with our investments and have earned a reputation as shareholder activists in protecting the rights of minority shareholders.