investment strategy

As stewards of capital, we seek to preserve our clients’ long-term interests by investing in companies that, in our view, can deliver sustainable financial returns. As long-term investors that manage high conviction, concentrated portfolios, our Investment team researches companies intensely over many years, building deep knowledge of their businesses and the ecosystems in which they operate. We believe that broader ESG research enables a more comprehensive overview that allows us to determine a company’s “quality”, as well as risks and opportunities, giving us a competitive edge. Developing strong relationships and maintaining an active and open dialogue with investee companies is integral to our investment process. Active ownership, combining company engagement, voting and broader advocacy efforts, is key to our strategy of delivering long-term performance to our investors.