investment philosophy

Our investment strategy is simple:

  • Our process reflects a strong commitment to our fiduciary responsibility of placing our client’s interests ahead of our own.
  • We think about the companies and funds we invest in.
  • We have a disciplined investment approach.
  • We invest in what makes sense to us, rather than the latest investment “fashion”.
  • Ultimately we aim to buy into great companies and funds at prices that are fair value, allowing us a margin of safety
  • We hold our assets for the long term.