Welcome to Brock Milton Capital

At Brock Milton Capital, we know that active capital management makes the difference over the long term. Our aim is to create high positive returns for our unitholders over time and to do so in a sustainable, balanced, and risk-adjusted manner. As global portfolio managers, we are able to choose our favorites from among thousands of companies. The companies we call Champions are market leaders in their industry, offering appealing profit growth, solid balance sheets, and pricing power. These are companies we like to own for the long term. We can also choose more opportunistically, investing in what we call Special Situations. These are companies currently out of favor in the market and thus have a particularly low valuation. In these cases, we believe the market opinion is too harsh and the stocks deserve higher valuations, and once these companies reach that point, we exit.

We do this because we want to. The world faces numerous challenges, and we want to be part of the process in helping to resolve these. We also believe that companies taking ESG seriously are better run than others and create higher potential returns for our unitholders at lower risk to their investments. It is essential for us that a company has a sustainable business model that incorporates ESG.

Now you can follow us at Brock Milton Capital no matter where you are. With our app, you can take part in portfolio manager comments, reviews of holdings, interviews, our participation in the media, podcasts, upcoming events and much more. The app is called BM Capital and you can find it where apps are.