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We are a boutique fund manager with a combined investment
experience of greater than 60 years.
We believe in long term wealth creation and long term relationships.
Our focus is stock selection. Our
funds are high conviction, concentrated and index unaware. Portfolio
composition is highly differentiated.
First we identify the best business franchises with the best management
teams. Then we focus on valuations.
Portfolio construction combines our buyout and roadmap rankings.We
have low turnover and produce highly tax effective returns.
We own the business and invest in our funds. We are a signatory to the Principals of Responsible Investing (PRI).
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High Conviction
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Index indifferent
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Tax efficient
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Highly experienced team
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Responsible investors
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