About us

We manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years.

We launched our first investment strategy in 1988.

For over three decades we have applied the same investment philosophy consistently across our investment strategies.

Our investment philosophy

Our core investment philosophy has been in place since 1988 and has remained unchanged since then.

It is founded on the principle of good stewardship, by which we mean careful, considered and responsible management of our clients’ funds.

Our investment teams

Both teams share the same investment philosophy, which is based on long-term investing in good-quality companies, but each does things slightly differently when it comes down to the details.

We generate our own ideas, carry out research and sustainability analysis, and engage with companies ourselves, rather than relying on others.

Stewardship

Stewardship – it’s one of those financial industry words that means different things to different people. We acknowledge that, but it’s a word we’ve been using from the very start so we want to stick with it. But what do we mean by it?

Research

All our investment ideas are generated in-house and followed up through a rigorous research process as we seek good quality companies to invest in.