We look to invest in excellent businesses over long time periods. We incorporate material environmental, social, and governance (ESG) factors into investment decisions in unconstrained portfolios.
Philosophy
We look for companies that will successfully achieve long term sustainable profitability and growth. We do this through a multi-disciplinary approach, analyzing companies from the ground up.Process
We aim to invest in our highest conviction ideas. This leads to the construction of more concentrated portfolios. We do this utilizing a robust, repeatable investment process, with dynamic peer review and integrated portfolio engineering and ESG analysis.Active ownership and ESG
We believe material ESG factors are important to risk management and if understood properly can offer excellent investment opportunities as well. We focus on the ESG issues we believe are most material to a business on a granular basis.Why is valuation important?
We do not believe all companies are created equal, providing investors with the opportunity to find different types of value suited to their investment style. Through our fundamental research, we seek out high-return, quality assets which can compound returns sustainably over time. This, combined with our valuation methodology, means we can invest in those businesses that will generate long-term shareholder value.
A differentiated approach to risk
With a focus on managing capital loss and limiting business risk, we integrate risk management into our investment process. The team's portfolio engineering is a valued asset which, when interlinked with our investment process, empowers the team to have a differentiated approach. This is focused on the active engagement between various risk models created by the team in addition to our fundamental analysis. We use this risk management approach to analyse how we utilise risk and ensure it is in the most appropriate manner, as well as creating proprietary research and data analysis.