Since our inception, our mission has been to help clients achieve their financial objectives and to serve them with integrity. We have a fiduciary duty to our clients to preserve and add value to their investments. We accomplish that by focusing relentlessly on our long term performance capabilities and by staying true to the objectives of our investment strategies
Change in economic and business environments is increasingly rapid. We meet these changes with robust policies and processes. We’ve built expertise across multiple asset classes, from fixed income and equities to directly owned real estate and alternative-strategies designed to support a wide range of client needs.
Over the years, we’ve developed a comprehensive investment process, which ensures that we remain true to our investment philosophy. This process dictates how we analyse a potential new investment and when we sell a current holding
Our strength lies in our differentiated investment criteria, the rigor with which we apply this criteria, the disciplined and repeatable nature of our investment process, and the quality of our investment team.
We seek to protect and grow capital over full market cycles through investment principles that are consistently applied across each of our investment strategies.
We view risk as the likelihood of sustaining a permanent capital loss on any investment, rather than market volatility.
We believe that the best way to protect and grow capital is by owning undervalued investments. We always seek to invest with a margin of safety to mitigate downside risk.
Our investment team conducts in-depth, fundamental research on each investment. We insist on knowing exactly what we own and why we own it.
Our business structure and the stability of our client base allow us to take a long-term perspective when making investment decisions. We are patient investors and not market timers.
We will only commit capital to investments that meet our strict investment criteria.
Simply put we invest in the following asset class;
In order to create an effective and customised investment strategy, we integrate our knowledge of your investment objectives and risk tolerances with the realities of current market conditions and asset class expectations.
Over time and through varying market swings, we work close with you to ensure that you remain committed to your long-term goals and that your investment strategies remain appropriate in the context of your changing needs.