Our investment approach aims to generate long-term risk-adjusted returns by investing in companies that focus on producing high-quality earnings and operate in industries that exhibit favourable long-term growth prospects. More broadly, we consider a range of attributes which we believe are essential qualities in the companies in which we invest.
We construct and manage each portfolio with eight consistent guiding principles:
Our investment style blends both value and growth strategies within the one portfolio. The portfolios are style neutral. We believe that generating a wide source of returns enables the portfolio to offer superior diversification and less idiosyncratic & systematic risk. Our approach is principally fundamental analysis, but we do overlay a series of quantitative screens at both a security and portfolio level.