A focused UK small-cap equities specialist, we invest for the long-term on an active and collaborative basis looking for market-beating returns.

The core principles of Storm Portfolio Management are derived from the teachings of Ben Graham, Warren Buffett and Charlie Munger, as well as those of other investing greats such as Howard Marks, Phil Fisher, Peter Lynch and Jim Slater.

At Storm Portfolio Management, we bring the required experience, intensity, determination and time to look for market-beating returns over the long term; typically, a >15% annualised total return.

This is achieved by selective and agile stock picking in the largely inefficient UK small-cap market where we are typically looking for just one good idea a year.

We favour £10m to £1b businesses in the Industrial and/or Support Services sectors and with inherent quality and owner/manager characteristics, namely:

  • High gross margins, ROCE and ROE
  • Dividend paying
  • Solid balance sheet; ideally net cash with low long-term debt.
  • Capital light (modest CAPEX)
  • Directors / founders own a meaningful proportion of the shares outstanding.
Since inception at the end of 2013, our portfolio has become steadily more concentrated, reducing from circa 25 individual holdings to typically less than 10.
 
Over this 12 year period to the end of December 2025, the value of our portfolio has increased by 27.8% per annum (TR) vs the FTSE-All-Share (TR) which returned 7.1%.