Core Principles

Our investment philosophy has three key principles: integrity, an understanding of risk and creativity.

Integrity

We are unusual as asset managers as we co-invest with our clients, demonstrating our intention to share in the risk of loss with our clients and to be rewarded by the investment returns and not by fees alone. We return all available commissions and rebates to our clients. We also consider investment performance to be more important than growing funds under management.

Risk

We aim to maximise return relative to the level of risk acceptable to the client. Unlike institutional fund managers, we are concerned about losing money absolutely and unlike hedge fund managers we are looking to capture the long term investment trends and benefit from them.

Creativity

Our creative energies are focused on the investment process. They are not dissipated into organisational needs, hierarchy, bureaucracy or office politics. We are concerned with the needs of our clients and not the needs of a complex organisation.