Investment Approach

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:

Grow capital and over the long term

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Focus on the quality of company earnings

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Identify quality assets at an attractive valuation

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A vigilant process of portfolio risk analysis

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Generate a suitable return on capital employed

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Invest in companies operating in robust industry structures

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Select for balance sheet latency and the sustainability of dividend income

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A corporate governance structure that actively promotes alignment with key stakeholders

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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.

Investment Approach

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