Our Investment Philosophy

In our pursuit of providing the best service to our clients, being unbiased and maintaining complete integrity will forever lie at the heart of how we work.

Being independently-owned, we are truly unbiased in our outlook: with no external parent, public shareholders or hidden conflicts of interest, our focus is solely to serve our clients.

We think long term; we are not traders or short-term thinkers. We recognise that a global economy demands a global approach and reflect this in the advice and management we offer.

We know that successful investment relies on great insight and we have a pragmatic focus on turning these insights into competitive returns, combined with exceptional customer service.

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction.” – Bill Gates

Investment expertise is the foundation upon which our business is built. For anyone new to investing, we look beyond reporting figures alone and liken it to a lens through which to view the world. Everyone is an investor, whether consciously or not; the brands you buy and the businesses that you choose to interact with are all indicators of how you view the world.

Appreciating this, our meticulous and independent research takes a long term, global and thematic approach to investing; gaining a deeper understanding of exactly why and how the world is changing. Understanding these insights allow us to identify the businesses and sectors that are most likely to be impacted by change in the long term and ensure that our clients capitalise on this. Our collective experience instills an old fashioned sense of what represents good value and strengthens us from getting swept up in any potential herd behaviour. We value clarity, sustainability of process and hard headed realism in equal measure.

“If you are not willing to own a stock for ten years, don’t even think about owning it for ten minutes.” – Warren Buffett

Given the inherently volatile nature of investing, that will carry a risk to your capital, our long term approach aims to deliver market-leading returns that make the most of the highs, whilst diversifying appropriately to cushion any inevitable lows.

By taking these important themes of tomorrow and combining them with selections that help manage unpredictable market forces, we are able to construct a well-diversified, genuinely global portfolio, which remains in line with your objectives at all times.