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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.
We treat the money we’re entrusted with as if it were our own long-term savings.
We believe our job is to invest our clients’ capital in high-quality companies with strong management teams that are well positioned to contribute to, and benefit from, sustainable development. We endeavour to pay sensible prices for these investments.
We also believe we have a responsibility to manage our clients’ funds to the mutual benefit of everyone who has a relationship with these companies, including the wider communities in which they operate.
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Material on this website is intended to provide general information only. Such material does not into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision. Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information required to make such a decision. Before making any such decision you should consult a financial adviser.