This means finding and owning global businesses that are strong now, in the future and in the face of whatever the market throws at them.
A rigorous and in-depth approach to finding and investing in businesses that meet a strict quality criteria with attractive future growth prospects.
We are committed to putting investors first, we will produce measurable results, provide clear and consistent communication and always be accessible.
We believe in owning businesses with sensible debt levels and high quality management teams with a proven track record. We think about investments from the perspective of a business owner and this means we focus on businesses that deliver sustainable economic growth for the 5 years or longer we plan on investing in them.
There is no doubt we have entered a period of increased uncertainty, leading to heightened short-term volatility in all asset classes. In the Feb Fund update, we discuss current portfolio characteristics, positioning, and outline where we have redeployed capital.Read more