Our team

We’re based in Edinburgh, London, Sydney and Singapore so we have easy access to companies around the world, but thanks to the wonder of technology we are nevertheless a tight-knit group.

We all work as analysts, with a broad remit. None of us are sector or country specialists and we don’t have allocated watch lists of companies. Rather, each of us generates investment ideas according to our own interests and participates in all aspects of the investment process, including research, analysis, engagement, monitoring and voting decisions.

That’s deliberate. We believe that, for our style of long-term, bottom-up investing, it is the art of questioning from diverse perspectives that is most likely to uncover the underappreciated risks and opportunities facing companies.

We also recognise that managers of companies will always understand their businesses better than we can, so we focus a significant amount of time building confidence that they have the integrity, competence and humility to do the job well. We need to be able to trust management teams with our clients’ capital.

We operate within a flat structure and our team culture is one of openness, transparency and collaboration, both among ourselves and with our clients.

Everyone is free to challenge the views of anyone else – and indeed is encouraged to do so – from day one. We believe this keeps ideas fresh and prevents institutionalised assumptions from taking hold.

We understand that nobody is perfect and act accordingly. We’re ever ready to learn from each other and from our mistakes, and to incorporate that learning into our investing.