For more than 30 years, we have followed a focused and disciplined investment process with a goal of building concentrated, high-conviction portfolios. We relentlessly scan tens of thousands of global stocks seeking market leading, high-quality growth companies at value prices. We choose only an exceptional few.
We seek to build a world class investment management business with enduring client relationships. We are investment managers, not asset gatherers; pursuing measured growth so as not to compromise future investment returns. Consequently, we have built the firm around the requirements of our investment approach:
Independent: To fully align the interests of clients and firm
Global: To maximize the opportunity set
Disciplined: To identify the appropriate sub-universe of stocks
Focused on in-depth rigorous fundamental research: To dig deep into a select number of companies