Process driven, unconstrained equity investors specialising in equity portfolios with low turnover and high concentration.
Investing in early stage compounders and serial acquirers since 2006.
Investment Approach
Established in 2006 by Adam Chamberlain and Scott Davies, CDAM is an independent, employee-owned global equity boutique based in London.
CDAM's three primary objectives are:
We are long-term investors with a distinct strategy and process.
Our three decades of experience suggest that most market participants mistakenly focus on short-term performance and equate complexity with risk. These behavioural biases create opportunities for disciplined investors with a well-defined process, a long-term mindset, and a willingness to explore neglected areas.
Since 2006, we've developed a robust process to identify serial acquirers and early-stage compounders that consistently generate long-term shareholder value. Our research demonstrates that the market neglects serial acquirers due to misunderstanding their business model.
Investment Approach
Non-Executive Chairman
Founder & CEO
Founder & CIO
