Inspiration for investment ideas can come from anywhere—from discussions with global experts and executive management teams to conversations with companies we already invest in. We also gain perspectives through reading widely, or occasionally insights from our clients.
We scour the world, seeking interesting opportunities in everything from ageing populations to the energy transition. We apply a disciplined approach, constantly testing our ideas against existing investments.
We employ our team’s extensive experience to evaluate every investment, looking beyond short-term financial performance. By meeting management teams and industry experts, assessing a company’s products and services, and scrutinising its finances, we establish our own view of its long-term prospects.
We identify, research, and continuously monitor everything in your portfolio, managing your exposure to different themes, countries, and risks. This allows us to be open and accountable to you for every decision we make. We believe investing in high-quality companies is critical. They are capable of not only meeting but repeatedly surpassing expectations.
We focus on making the right decisions for you, even if it means not following the herd. We don’t have to follow benchmarks or specific markets. Instead, we build a portfolio specific to you and your goals.
We are investors, not traders. We give management teams time to implement their plans. Our patient approach has provided attractive returns in the past, and we believe it will continue to do so long into the future.
We tailor allocations to companies, government bonds, gold and cash depending on your objectives and the investment outlook. If we are cautious, we may increase the level of diversification, but when the outlook is positive, we may increase the allocation to companies, always balancing risk with reward.
They understand it, and appreciate that we manage their wealth directly, always aligned to their objectives. It’s the way we’ve always worked and because we’re truly independent, you can be confident it’s the way we will continue to do things.
