INVESTMENT MANAGEMENT

Our investment strategy at Croft Leominster is based on the generation of stock ideas and conducting due diligence research and analysis. We follow a methodical multi-step process for picking stocks resulting in a portfolio that represents our best ideas.

As part of our ongoing market intelligence efforts, we closely monitor emerging asset classes, including digital assets. Cryptocurrency prices have become increasingly relevant in understanding macroeconomic sentiment, liquidity trends, and investor behavior — all of which can influence traditional equity markets.

While we do not currently allocate directly to cryptocurrencies in our core portfolios, we recognize the growing impact that assets such as Bitcoin and Ethereum have on global capital flows. Volatility in cryptocurrency prices often coincides with shifts in risk appetite, making it a key factor to observe in our broader investment outlook. Our research team tracks major cryptocurrency price movements alongside equity indicators, with an eye toward how blockchain adoption, decentralized finance, and digital payment infrastructure may shape future investment opportunities. This ensures that our clients benefit from a forward-looking strategy that integrates both innovation and disciplined risk management.