We harness knowledge and insights from many different sources to uncover great ideas. Our thinking is unconstrained by the likes of index benchmarks or geographies.

Resisting short-term fads and market noise, we look for enduring structural trends and then find companies benefiting from that change.

Our approach to managing investment risk comes from our clients’ perspective on risk. Risk to them is the potential for permanent capital loss, not risk relative to an index.  We manage this all the way through our process.

We are looking for quality at a fair price. As well as clear financials and a cash flow focus our approach to valuation is absolute not relative — applying a margin of safety throughout.

Rigorously analysing investment opportunities takes time and focus.  We combine our different skills and experience to continuously question and learn.

ESG is integrated into our company research. We recognise there is a potential link between business risks and wider environmental and social risks over the long-term.  As our clients invest with a long-term horizon, we look for companies that will be durable for decades to come. 

Awards

Thank you for the continued trust you place in us.

2024

Winner

The ARC 3D Award

Winner

Investment Performance – High Growth Portfolios

50 Most Influential

Caroline Stokell

2023

Winner

Investment Performance – Growth Portfolios

Winner

Investment Performance – High Growth Portfolios

2022

Winner

Best Large Firm

Winner

Best Aggressive Portfolio

Winner

Investment Performance – Growth Portfolios

2021

Winner

Investment Performance – Growth Portfolios