Metropolis Capital Limited is a UK based Investment Management firm, specialising in unconstrained, high conviction, global equity investment. The portfolio managers are entrepreneurs, Simon Denison-Smith and Jonathan Mills, who met in 1990 whilst working as strategy consultants with Bain & Company. After Bain, they separately went on to launch a software and a media business respectively. The investment methodology of the firm draws extensively from their combined 40 years of experience building and running successful businesses, in particular the careful and successful allocation of investor capital into over 30 private company buy-outs. INVESTMENT STYLE: FOCUSED VALUE INVESTMENT The portfolio managers’ approach is that of “investors” not “speculators”. They seek a return from long-term appreciation of value and the flow of dividends from a concentrated portfolio of 15-25 stocks. For each investment decision, they apply a disciplined and rigorous methodology.
