Investment philosophy

Our objective is to protect and grow your capital over the long term. We believe the best way to achieve real returns is by creating portfolios that are diversified across asset classes and geographies. Free from the complexities often associated with large organisations, we are guided by the following qualities:

Patient

We invest for the long term, which means we avoid reacting to short-term market noise. This approach enables us to invest in less liquid asset classes, such as private equity, which can outperform public markets over longer periods.

Dynamic

We move between the different asset classes to reflect changing conditions in the global economy and the investment environment, and respond to changes in financial market valuations.

Aligned

We invest in our own strategies, and seek out third-party managers who, preferably, are sizeable investors in their own funds. This approach ensures interests are aligned and encourages investment success over asset gathering.

Connected

We express our investment views using exceptional managers, who we identify through an experienced research team and an extensive global network of contacts. Typically, many of these funds are not available to individual investors.

Flexible

Where many managers are constrained by benchmarks and complex internal procedures and committees, we seek to invest in a flexible manner, by making and implementing decisions swiftly.