About Us

Our Investment

PHILOSOPHY

We believe successful investment management is the result of  placing investors at the forefront of everything we do. We see success as investment outperformance, but also the ability to create investment solutions which achieve investors’ goals.

What Makes Us

DIFFERENT

Our investors typically invest with us for the long term, so our outlook and investment horizon reflect that. At the same time, we are flexible enough move quickly when market conditions change.

Our investment funds and bespoke have a track record of producing strong absolute returns and consistently outperforming benchmarks, and our platform and brokerage fees are among the lowest in the market.

We manage risk very carefully. We believe capital loss, rather than short-term market fluctuations, is the biggest risk of all, so managing downside risk, without compromising upside potential, is central to long-term performance.

Our

VALUES

Persistence

History has shown a key ingredient of compounding wealth over time is persisting with a long-term investment strategy. However, this is especially difficult as financial markets can be incredibly volatile in the short-term. We believe long-term investing requires a focus on economic and business fundamentals, and to associate price volatility with investment opportunity rather than risk.

Ambition

We set ambitious goals for our clients and ourselves. To achieve these goals, we leverage our ‘investment psychology,’ that is: a willingness to learn from our past, and an obsession with financial markets. We believe this combination of self-improvement, humility and passion are essential for success.

 

Consistency

Our investment approach is also defined by consistently applying several reliable principals, such as: (i) economic and business fundamentals drive long term investment performance; (ii) investing with a sufficient margin of safety protects a portfolio from unforeseen risks; and (iii) a portfolio should comprise of a concentrated selection of our best ideas.

Who

WE SERVE

Our diverse range of investment options are designed to suit a range of individual investors, advisory groups, and organisations.

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