Our DNA

Core to our investment process is a set of underlying beliefs that we believe are fundamental to delivering excellent long-term investment performance and value creation 

Our DNA

A fund aspiring for excellent long-term returns
A belief in fundamental research and analysis
Conviction investing
Exclusivity, with our fund holdings not normally available to the man in the street
Direct equity holdings that typically consist of companies with sound management teams, leading market positions, a resilience to change and those firms that generate high returns on capital
Anti-benchmark investors – why tie oneself to a benchmark if the outlook is poor?
Shareholder alignment with significant personal investment by the Directors and Investment Managers

What we’re not

A short-term trading fund
Momentum investors chasing the latest fad
An overly diverse list of holdings
A portfolio consisting of funds that are readily available to the retail investor
Companies which are overly exposed to developed market consumers and government expenditure, and managements chasing the latest trend
A tracker
A typical fund management operation biased towards asset gathering rather than investment performance