Our investment approach
We report to our clients regularly, and we aim to offer the highest levels of service and performance.
One of our greatest strengths is the breadth of expertise, experience and specialist skill across our investment team. Our non-hierarchical structure encourages challenge and debate, ensuring thorough research and robust reasoning.
All of our clients, whether institutional, private, pooled or segregated, receive the same high levels of investment management and service. We aim to achieve a high degree of commonality between portfolios with similar mandates, and between portfolios and analysts' recommendations.
Investment management is our sole business. We are not distracted or compromised by other activities, such as corporate finance or market-making.
We believe that no industry, market or economy can be considered in isolation. Only by understanding events, trends and competitive pressures worldwide can investment opportunities and risks be thoroughly evaluated. Our global investment themes form the backdrop for our broad perspective across world markets.
We seek to achieve long-term investment objectives for our clients. We invest in assets where we have strong conviction in the balance between their inherent risks and their potential to generate returns over an extended time horizon. Our research and investment decisions are guided by our global thematic framework, which helps us to block out short-term, speculative market "noise".