Investment Philosophy

Our ethos as professional investors can be summarised by these key points:

We are active managers
We seek to add maximum value for our investors by running high-conviction trades.

Risk matters
We are mindful of investment risk and seek to add value efficiently by carefully monitoring the funds against their risk profiles.

We are Multi-Strategy
We look for opportunities to make profits for our investors, rather than tying ourselves to a single investment style, such as value, growth, momentum etc.

We use multi-factor analysis
We use all tools at our disposal to help us make rounded decisions – fundamentals, valuations, technical and sentiment.

We’re responsible investors
Ethical investing and an active approach to governance is not only good ‘corporate citizenship’, its also good investment practice and keeps companies focused on their shareholders.

Debate enhances decisions
Through our team approach, we encourage our people to challenge each other’s views, making for more-robust decision making.