Investing doesn’t need to be complicated
We invest in great businesses, with strong and predictable characteristics, that are built to last.
These companies offer products and services that will remain in demand for the foreseeable future, regardless of the economic backdrop. This allows us to grow our clients’ assets by more than inflation over the long term.
We call this ‘real return investing’.
A focused investment approach,
with a wide perspective

Ideas without limits

Trends not cycles

Perspective on risk

Integrated sustainability

No stone unturned

Relationships matter
Taking care of your future
When we buy shares in companies, we become business owners. We have an opportunity and a responsibility to contribute to the long-term success of these businesses, taking the time to understand and support their strategy.
Stewardship activities are not something we outsource. They are undertaken by our investment team who are knowledgeable and familiar with each business.

Responsibility in business
Preserving and growing wealth for future generations goes hand-in-hand with preserving the world around us. We recognise that environmental, social and business risks are inextricably linked – by tackling the wider issues, we help to eliminate those closer to home.
This outlook informs how we manage our own business. It is by understanding and mitigating risks that we support our long-term success and the success of those around us.
To us, it just makes sense to be a good business.