Philosophy

We see ourselves as true long term investors. Our fundamental research is viewed through a much longer lens than most other managers and our independent mindset allows us the patience necessary to capitalize on that research.

We have a proven investment philosophy of buying well established, high quality companies with sustainable market positions and then investing in them for 8-10 years on average.

The result of this philosophy is an "all season", low turnover portfolio that has delivered superior risk adjusted performance.