Our Principles

Direct and regular access to an interactive team overseeing your investment

We are and will remain a specialist investment house with the intention of fostering personal relationships with each of our clients. This is enforced through the alignment of shared financial interests and we consider personal access to team members a key aspect of our offering.

SIGNIFICANT INVESTMENT BY TEAM MEMBERS ACROSS ALL FUNDS ALIGNS OUR INTERESTS WITH YOURS

EMPHASIS ON PROCESS

DEDICATED AND EXPERIENCED TEAM WITH A PROVEN TRACK RECORD OF PERFORMANCE THROUGH THE CYCLE

Members of the team have invested significantly, in their own personal capacity, into the underlying Funds. All our efforts are concentrated on managing our clients’ investments with the same objective as that of our own: to preserve capital and look to grow it on a compounded basis in accordance with the mandate of each Fund.

Our investment decisions are premised on comprehensive market analysis which utilises global data and technology providers to feed our proprietary investment process. A dedicated and qualified research team, two of whom are CFA Charterholders and three who will qualify shortly for the accolade, bolster and support the analysis with thorough research on every investment opportunity. Research will always form the cornerstone of our investment approach.

We have an optimal blend of experience and youth. Senior members of the team have been in the market through various events and cycles, from the market crash of 1987 and the Global Financial Crisis of 2008 to the decade long bull market that followed. Much of this experience has been gained in global markets which allows us to cater for clients looking to achieve international diversification across their portfolios. Younger members ensure continuity while injecting a fresh perspective to the investment process.
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SIGNIFICANT INVESTMENT BY TEAM MEMBERS ACROSS ALL FUNDS ALIGNS OUR INTERESTS WITH YOURS

Members of the team have invested significantly, in their own personal capacity, into the underlying Funds. All our efforts are concentrated on managing our clients’ investments with the same objective as that of our own: to preserve capital and look to grow it on a compounded basis in accordance with the mandate of each Fund.

EMPHASIS ON PROCESS

Our investment decisions are premised on comprehensive market analysis which utilises global data and technology providers to feed our proprietary investment process. A dedicated and qualified research team, two of whom are CFA Charterholders and three who will qualify shortly for the accolade, bolster and support the analysis with thorough research on every investment opportunity. Research will always form the cornerstone of our investment approach.

DEDICATED AND EXPERIENCED TEAM WITH A PROVEN TRACK RECORD OF PERFORMANCE THROUGH THE CYCLE

We have an optimal blend of experience and youth. Senior members of the team have been in the market through various events and cycles, from the market crash of 1987 and the Global Financial Crisis of 2008 to the decade long bull market that followed. Much of this experience has been gained in global markets which allows us to cater for clients looking to achieve international diversification across their portfolios. Younger members ensure continuity while injecting a fresh perspective to the investment process.
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