James Rutherford, Sourcecap International

As a manager you need to stick firmly with what you understand and never waver from your style. Our central investment philosophy is based on the belief that change is systematically under-appraised by investors. Most analysis is done in a linear manner while the reality is we live in a non-linear and scalable world which can lead to dramatic shifts in the value of individual stock prices. This inefficiency is best exploited by taking a long-term time horizon when assessing the merits for compan