Public Equities Investments

Our Public Equities Thesis

A combination of forces including the wider macro environment, geographic valuation discrepancies, changing consumer behaviour and rapid developments in technology have created significant dislocations in public markets within True's specialist area.

True seeks to capitalise on these opportunities in the coming years by investing in consumer, retail and adjacent technology public companies focusing on long term growth, cash flow, outstanding aligned management teams and intrinsic value. True's unique investment model will seek to help these companies continue to thrive (positive activism).

We have partnered with multi-award winning infrastructure platform provider AKJ to deliver on our strategy. Professional investors can express their interest in finding out more through the link below.